Trust Company of Vermont’s Extra Space Storage EXR Stock Holding History

Trust Company of Vermont’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 Q4	$3.39K	Hold	26	–	–	﹤0.01%	993
2025 Q3	$3.66K	Hold	26	–	–	﹤0.01%	962
2025 Q2	$3.83K	Sell	26 -29	-53%	-$4.22K	﹤0.01%	956
2025 Q1	$8.17K	Buy	55 +29	+112%	+$4.4K	﹤0.01%	791
2024 Q4	$3.89K	Hold	26	–	–	﹤0.01%	885
2024 Q3	$4.68K	Buy	+26	New	+$4.39K	﹤0.01%	849
2024 Q1	–	Sell	-14	Closed	-$2.25K	–	864
2023 Q4	$2.25K	Buy	+14	New	+$1.78K	﹤0.01%	693
2022 Q4	–	Sell	-32	Closed	-$6K	–	908
2022 Q3	$6K	Hold	32	–	–	﹤0.01%	805
2022 Q2	$5K	Buy	+32	New	+$5.93K	﹤0.01%	780
2022 Q1	–	Sell	-32	Closed	-$7K	–	450
2021 Q4	$7K	Buy	+32	New	+$6.34K	﹤0.01%	698
2021 Q3	–	Sell	-32	Closed	-$5K	–	437
2021 Q2	$5K	Hold	32	–	–	﹤0.01%	690
2021 Q1	$4K	Hold	32	–	–	﹤0.01%	683
2020 Q4	$4K	Hold	32	–	–	﹤0.01%	688
2020 Q3	$3K	Hold	32	–	–	﹤0.01%	686
2020 Q2	$3K	Hold	32	–	–	﹤0.01%	714
2020 Q1	$3K	Sell	32 -32	-50%	-$3.33K	﹤0.01%	789
2019 Q4	$7K	Hold	64	–	–	﹤0.01%	742
2019 Q3	$7K	Buy	64 +32	+100%	+$3.7K	﹤0.01%	786
2019 Q2	$3K	Hold	32	–	–	﹤0.01%	897
2019 Q1	$3K	Sell	32 -32	-50%	-$3.07K	﹤0.01%	849
2018 Q4	$6K	Sell	64 -15	-19%	-$1.36K	﹤0.01%	804
2018 Q3	$7K	Hold	79	–	–	﹤0.01%	864
2018 Q2	$8K	Buy	+79	New	+$7.36K	﹤0.01%	874

Other funds holding EXR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Trust Company of Vermont's EXR Position: Q4 2025 in Review

Trust Company of Vermont held its Extra Space Storage (EXR) position steady in Q4 2025 at 26 shares worth $3.39K. The position accounts for ﹤0.01% of the portfolio, ranked #993.

Trust Company of Vermont first reported a position in EXR in Q2 2018 and has held it in 23 quarters since. The position peaked at $8.17K in Q1 2025. 745 funds tracked by Wall St. Rank hold EXR as of Q4 2025.

Trust Company of Vermont held 26 shares of Extra Space Storage worth $3.39K as of Q4 2025.
Trust Company of Vermont left its Extra Space Storage share count unchanged in Q4 2025.
Extra Space Storage made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #993 holding.
Trust Company of Vermont first reported a position in Extra Space Storage in Q2 2018 and has held it in 23 quarters since.
Trust Company of Vermont's Extra Space Storage position peaked at $8.17K in Q1 2025.
745 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.