AIM
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Anchor Investment Management’s Extra Space Storage EXR Stock Holding History

Anchor Investment Management’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
Q1 		– Sell
-170
Closed -$25.8K – 1045
2024
Q4 		$25.4K Hold
170
– – ﹤0.01% 675
2024
Q3 		$30.6K Hold
170
– – ﹤0.01% 644
2024
Q2 		$26.4K Hold
170
– – ﹤0.01% 604
2024
Q1 		$25K Sell
170
-50
-23% -$7.29K ﹤0.01% 639
2023
Q4 		$35.3K Sell
220
-35
-14% -$4.45K ﹤0.01% 568
2023
Q3 		$31K Sell
255
-25
-9% -$3.36K ﹤0.01% 587
2023
Q2 		$41.7K Sell
280
-450
-62% -$67.7K 0.01% 535
2023
Q1 		$119K Hold
730
– – 0.02% 414
2022
Q4 		$107K Hold
730
– – 0.02% 425
2022
Q3 		$126K Sell
730
-4
-0.5% -$756 0.02% 405
2022
Q2 		$125K Sell
734
-261
-26% -$48.4K 0.02% 420
2022
Q1 		$205K Buy
995
+10
+1% +$1.99K 0.03% 368
2021
Q4 		$223K Hold
985
– – 0.03% 368
2021
Q3 		$165K Buy
985
+35
+4% +$6.19K 0.02% 382
2021
Q2 		$156K Hold
950
– – 0.02% 399
2021
Q1 		$126K Buy
950
+750
+375% +$90.8K 0.02% 408
2020
Q4 		$23.2K Hold
200
– – ﹤0.01% 579
2020
Q3 		$21.4K Sell
200
-1,800
-90% -$186K ﹤0.01% 554
2020
Q2 		$185K Hold
2,000
– – 0.04% 281
2020
Q1 		$192K Hold
2,000
– – 0.05% 252
2019
Q4 		$211K Hold
2,000
– – 0.05% 286
2019
Q3 		$234K Hold
2,000
– – 0.05% 264
2019
Q2 		$212K Hold
2,000
– – 0.05% 283
2019
Q1 		$204K Hold
2,000
– – 0.05% 283
2018
Q4 		$181K Hold
2,000
– – 0.05% 286
2018
Q3 		$173K Hold
2,000
– – 0.04% 311
2018
Q2 		$200K Hold
2,000
– – 0.05% 301
2018
Q1 		$175K Buy
2,000
+1,800
+900% +$151K 0.05% 314
2017
Q4 		$17.5K Hold
200
– – ﹤0.01% 583
2017
Q3 		$16K Buy
+200
New +$15.6K ﹤0.01% 577

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Anchor Investment Management's EXR Position: Q1 2025 in Review

Anchor Investment Management sold out of Extra Space Storage (EXR) in Q1 2025, closing a stake of 170 shares — an estimated $25.8K sold.

Anchor Investment Management first reported a position in EXR in Q3 2017 and held it in 30 quarters. The position peaked at $234K in Q3 2019. 800 funds tracked by Wall St. Rank hold EXR as of Q1 2025.

  • Anchor Investment Management reported no remaining Extra Space Storage position as of Q1 2025 after selling out during the quarter.
  • Anchor Investment Management sold 170 Extra Space Storage shares in Q1 2025, an estimated $25.8K.
  • Anchor Investment Management first reported a position in Extra Space Storage in Q3 2017 and held it in 30 quarters.
  • Anchor Investment Management's Extra Space Storage position peaked at $234K in Q3 2019.
  • 800 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2025.

Based on Anchor Investment Management's 13F filing for Q1 2025, filed 20 May 2025.