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West Branch Capital’s Extra Space Storage EXR Stock Holding History

West Branch Capital’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
-22
Closed -$3.1K – 432
2025
Q3 		$3.1K Hold
22
– – ﹤0.01% 348
2025
Q2 		$3.24K Hold
22
– – ﹤0.01% 355
2025
Q1 		$3.27K Buy
+22
New +$3.34K ﹤0.01% 374

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 $204B AUM 27.99% 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

West Branch Capital's EXR Position: Q4 2025 in Review

West Branch Capital sold out of Extra Space Storage (EXR) in Q4 2025, closing a stake of 22 shares — an estimated $3.1K sold.

West Branch Capital first reported a position in EXR in Q1 2025 and held it in 3 quarters. The position peaked at $3.27K in Q1 2025. 745 funds tracked by Wall St. Rank hold EXR as of Q4 2025.

  • West Branch Capital reported no remaining Extra Space Storage position as of Q4 2025 after selling out during the quarter.
  • West Branch Capital sold 22 Extra Space Storage shares in Q4 2025, an estimated $3.1K.
  • West Branch Capital first reported a position in Extra Space Storage in Q1 2025 and held it in 3 quarters.
  • West Branch Capital's Extra Space Storage position peaked at $3.27K in Q1 2025.
  • 745 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2025.

Based on West Branch Capital's 13F filing for Q4 2025, filed 16 Jan 2026.