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Waddell & Associates’s Extra Space Storage EXR Stock Holding History

Waddell & Associates’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
-1,873
Closed -$264K – 391
2025
Q3 		$264K Sell
1,873
-724
-28% -$104K 0.02% 240
2025
Q2 		$383K Buy
+2,597
New +$378K 0.04% 136

Other funds holding EXR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Waddell & Associates's EXR Position: Q4 2025 in Review

Waddell & Associates sold out of Extra Space Storage (EXR) in Q4 2025, closing a stake of 1,873 shares — an estimated $264K sold.

Waddell & Associates first reported a position in EXR in Q2 2025 and held it in 2 quarters. The position peaked at $383K in Q2 2025. 744 funds tracked by Wall St. Rank hold EXR as of Q4 2025.

  • Waddell & Associates reported no remaining Extra Space Storage position as of Q4 2025 after selling out during the quarter.
  • Waddell & Associates sold 1,873 Extra Space Storage shares in Q4 2025, an estimated $264K.
  • Waddell & Associates first reported a position in Extra Space Storage in Q2 2025 and held it in 2 quarters.
  • Waddell & Associates's Extra Space Storage position peaked at $383K in Q2 2025.
  • 744 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2025.

Based on Waddell & Associates's 13F filing for Q4 2025, filed 11 Feb 2026.