Virtus Investment Advisers’s Extra Space Storage EXR Stock Holding History

Virtus Investment Advisers’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	–	Sell	-1,246	Closed	-$176K	–	500
2025 Q3	$176K	Buy	1,246 +71	+6%	+$10.2K	0.05%	302
2025 Q2	$173K	Buy	1,175 +155	+15%	+$22.6K	0.06%	259
2025 Q1	$151K	Buy	+1,020	New	+$155K	0.04%	327
2022 Q4	–	Sell	-311	Closed	-$54K	–	340
2022 Q3	$54K	Buy	+311	New	+$58.8K	0.02%	339
2018 Q1	–	Sell	-6,839	Closed	-$598K	–	158
2017 Q4	$598K	Sell	6,839 -867	-11%	-$73.1K	0.07%	273
2017 Q3	$615K	Sell	7,706 -1,180	-13%	-$91.9K	0.06%	282
2017 Q2	$693K	Buy	8,886 +1,850	+26%	+$142K	0.07%	274
2017 Q1	$523K	Sell	7,036 -2,461	-26%	-$186K	0.05%	321
2016 Q4	$734K	Sell	9,497 -6,794	-42%	-$500K	0.06%	312
2016 Q3	$1.29M	Buy	+16,291	New	+$1.38M	0.08%	269

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

Norges Bank Oslo, Norway $1T AUM

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Virtus Investment Advisers's EXR Position: Q4 2025 in Review

Virtus Investment Advisers sold out of Extra Space Storage (EXR) in Q4 2025, closing a stake of 1,246 shares — an estimated $176K sold.

Virtus Investment Advisers first reported a position in EXR in Q3 2016 and held it in 10 quarters. The position peaked at $1.29M in Q3 2016. 745 funds tracked by Wall St. Rank hold EXR as of Q4 2025.

Virtus Investment Advisers reported no remaining Extra Space Storage position as of Q4 2025 after selling out during the quarter.
Virtus Investment Advisers sold 1,246 Extra Space Storage shares in Q4 2025, an estimated $176K.
Virtus Investment Advisers first reported a position in Extra Space Storage in Q3 2016 and held it in 10 quarters.
Virtus Investment Advisers's Extra Space Storage position peaked at $1.29M in Q3 2016.
745 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2025.

Based on Virtus Investment Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.