Jay A. Fishman Ltd’s Extra Space Storage EXR Stock Holding History

Jay A. Fishman Ltd’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	-1,750	Closed	-$262K	–	84
2024 Q4	$262K	Hold	1,750	–	–	0.02%	80
2024 Q3	$315K	Hold	1,750	–	–	0.03%	77
2024 Q2	$272K	Hold	1,750	–	–	0.03%	78
2024 Q1	$257K	Hold	1,750	–	–	0.03%	80
2023 Q4	$281K	Hold	1,750	–	–	0.03%	83
2023 Q3	$213K	Hold	1,750	–	–	0.03%	89
2023 Q2	$260K	Hold	1,750	–	–	0.03%	87
2023 Q1	$285K	Hold	1,750	–	–	0.04%	81
2022 Q4	$258K	Hold	1,750	–	–	0.04%	81
2022 Q3	$302K	Hold	1,750	–	–	0.04%	80
2022 Q2	$298K	Hold	1,750	–	–	0.04%	79
2022 Q1	$360K	Hold	1,750	–	–	0.04%	80
2021 Q4	$397K	Hold	1,750	–	–	0.04%	79
2021 Q3	$294K	Hold	1,750	–	–	0.04%	85
2021 Q2	$287K	Hold	1,750	–	–	0.04%	85
2021 Q1	$232K	Hold	1,750	–	–	0.03%	92
2020 Q4	$203K	Buy	+1,750	New	+$199K	0.03%	91
2019 Q4	–	Sell	-1,750	Closed	-$204K	–	83
2019 Q3	$204K	Buy	+1,750	New	+$202K	0.04%	82

Other funds holding EXR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Jay A. Fishman Ltd's EXR Position: Q1 2025 in Review

Jay A. Fishman Ltd sold out of Extra Space Storage (EXR) in Q1 2025, closing a stake of 1,750 shares — an estimated $262K sold.

Jay A. Fishman Ltd first reported a position in EXR in Q3 2019 and held it in 18 quarters. The position peaked at $397K in Q4 2021. 801 funds tracked by Wall St. Rank hold EXR as of Q1 2025.

Jay A. Fishman Ltd reported no remaining Extra Space Storage position as of Q1 2025 after selling out during the quarter.
Jay A. Fishman Ltd sold 1,750 Extra Space Storage shares in Q1 2025, an estimated $262K.
Jay A. Fishman Ltd first reported a position in Extra Space Storage in Q3 2019 and held it in 18 quarters.
Jay A. Fishman Ltd's Extra Space Storage position peaked at $397K in Q4 2021.
801 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2025.

Based on Jay A. Fishman Ltd's 13F filing for Q1 2025, filed 22 Apr 2025.