Stephens Consulting’s Extra Space Storage EXR Stock Holding History

Stephens Consulting’s Portfolio EXR Stock Details EXR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-7	Closed	-$1.03K	–	657
2025 Q2	$1.03K	Buy	+7	New	+$1.02K	﹤0.01%	654

Other funds holding EXR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Stephens Consulting's EXR Position: Q3 2025 in Review

Stephens Consulting sold out of Extra Space Storage (EXR) in Q3 2025, closing a stake of 7 shares — an estimated $1.03K sold.

Stephens Consulting first reported a position in EXR in Q2 2025 and held it in 1 quarter. The position peaked at $1.03K in Q2 2025. 793 funds tracked by Wall St. Rank hold EXR as of Q3 2025.

Stephens Consulting reported no remaining Extra Space Storage position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 7 Extra Space Storage shares in Q3 2025, an estimated $1.03K.
Stephens Consulting first reported a position in Extra Space Storage in Q2 2025 and held it in 1 quarter.
Stephens Consulting's Extra Space Storage position peaked at $1.03K in Q2 2025.
793 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.