Stiles Financial Services
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Stiles Financial Services’s Extra Space Storage EXR Stock Holding History

Stiles Financial Services’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
2026
Q3 		– Sell
-1,481
Closed -$215K – 183
2026
Q2 		$215K Buy
+1,481
New +$212K 0.05% 177
2025
Q4 		– Sell
-1,481
Closed -$209K – 175
2025
Q3 		$209K Hold
1,481
– – 0.07% 173
2025
Q2 		$218K Hold
1,481
– – 0.08% 168
2025
Q1 		$220K Hold
1,481
– – 0.08% 164
2024
Q4 		$222K Hold
1,481
– – 0.08% 172
2024
Q3 		$267K Hold
1,481
– – 0.09% 158
2024
Q2 		$230K Buy
+1,481
New +$216K 0.09% 167

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Vanguard Capital Management
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Capital Research Global Investors
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
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First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Stiles Financial Services's EXR Position: Q3 2026 in Review

Stiles Financial Services sold out of Extra Space Storage (EXR) in Q3 2026, closing a stake of 1,481 shares — an estimated $215K sold.

Stiles Financial Services first reported a position in EXR in Q2 2024 and held it in 7 quarters. The position peaked at $267K in Q3 2024. 652 funds tracked by Wall St. Rank hold EXR as of Q3 2026.

  • Stiles Financial Services reported no remaining Extra Space Storage position as of Q3 2026 after selling out during the quarter.
  • Stiles Financial Services sold 1,481 Extra Space Storage shares in Q3 2026, an estimated $215K.
  • Stiles Financial Services first reported a position in Extra Space Storage in Q2 2024 and held it in 7 quarters.
  • Stiles Financial Services's Extra Space Storage position peaked at $267K in Q3 2024.
  • 652 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.