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Waypoint Wealth Counsel’s Extra Space Storage EXR Stock Holding History

Waypoint Wealth Counsel’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
Q3 		– Sell
-2,435
Closed -$359K – 274
2025
Q2 		$359K Buy
+2,435
New +$354K 0.18% 90

Other funds holding EXR

Vanguard Group
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Waypoint Wealth Counsel's EXR Position: Q3 2025 in Review

Waypoint Wealth Counsel sold out of Extra Space Storage (EXR) in Q3 2025, closing a stake of 2,435 shares — an estimated $359K sold.

Waypoint Wealth Counsel first reported a position in EXR in Q2 2025 and held it in 1 quarter. The position peaked at $359K in Q2 2025. 793 funds tracked by Wall St. Rank hold EXR as of Q3 2025.

  • Waypoint Wealth Counsel reported no remaining Extra Space Storage position as of Q3 2025 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 2,435 Extra Space Storage shares in Q3 2025, an estimated $359K.
  • Waypoint Wealth Counsel first reported a position in Extra Space Storage in Q2 2025 and held it in 1 quarter.
  • Waypoint Wealth Counsel's Extra Space Storage position peaked at $359K in Q2 2025.
  • 793 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2025.

Based on Waypoint Wealth Counsel's 13F filing for Q3 2025, filed 20 Oct 2025.