Westwood Holdings Group’s Extra Space Storage EXR Stock Holding History

Westwood Holdings Group’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	-50,747	Closed	-$7.15M	–	497
2025 Q3	$7.15M	Buy	50,747 +715	+1%	+$103K	0.05%	257
2025 Q2	$7.38M	Buy	+50,032	New	+$7.28M	0.05%	242
2023 Q4	–	Sell	-54,000	Closed	-$6.57M	–	462
2023 Q3	$6.57M	Buy	+54,000	New	+$7.25M	0.06%	222
2019 Q3	–	Sell	-10,040	Closed	-$1.06M	–	485
2019 Q2	$1.06M	Buy	+10,040	New	+$1.05M	0.01%	348

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Westwood Holdings Group's EXR Position: Q4 2025 in Review

Westwood Holdings Group sold out of Extra Space Storage (EXR) in Q4 2025, closing a stake of 50,747 shares — an estimated $7.15M sold.

Westwood Holdings Group first reported a position in EXR in Q2 2019 and held it in 4 quarters. The position peaked at $7.38M in Q2 2025. 744 funds tracked by Wall St. Rank hold EXR as of Q4 2025.

Westwood Holdings Group reported no remaining Extra Space Storage position as of Q4 2025 after selling out during the quarter.
Westwood Holdings Group sold 50,747 Extra Space Storage shares in Q4 2025, an estimated $7.15M.
Westwood Holdings Group first reported a position in Extra Space Storage in Q2 2019 and held it in 4 quarters.
Westwood Holdings Group's Extra Space Storage position peaked at $7.38M in Q2 2025.
744 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2025.

Based on Westwood Holdings Group's 13F filing for Q4 2025, filed 17 Feb 2026.