Wayfinding Financial’s Extra Space Storage EXR Stock Holding History

Wayfinding Financial’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 Q2	–	Sell	-513	Closed	-$76K	–	338
2025 Q1	$76K	Buy	+513	New	+$77.8K	0.03%	274

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

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

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

Wayfinding Financial's EXR Position: Q2 2025 in Review

Wayfinding Financial sold out of Extra Space Storage (EXR) in Q2 2025, closing a stake of 513 shares — an estimated $76K sold.

Wayfinding Financial first reported a position in EXR in Q1 2025 and held it in 1 quarter. The position peaked at $76K in Q1 2025. 809 funds tracked by Wall St. Rank hold EXR as of Q2 2025.

Wayfinding Financial reported no remaining Extra Space Storage position as of Q2 2025 after selling out during the quarter.
Wayfinding Financial sold 513 Extra Space Storage shares in Q2 2025, an estimated $76K.
Wayfinding Financial first reported a position in Extra Space Storage in Q1 2025 and held it in 1 quarter.
Wayfinding Financial's Extra Space Storage position peaked at $76K in Q1 2025.
809 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.