Jefferies Financial Group’s Extra Space Storage EXR Stock Holding History

Jefferies Financial 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
2026 Q1	$606K	Sell	4,625 -4,789	-51%	-$675K	﹤0.01%	1128
2025 Q4	$1.23M	Buy	9,414 +5,074	+117%	+$692K	0.01%	995
2025 Q3	$612K	Buy	+4,340	New	+$623K	﹤0.01%	1016
2025 Q1	–	Sell	-6,653	Closed	-$995K	–	1734
2024 Q4	$995K	Sell	6,653 -2,347	-26%	-$385K	0.01%	883
2024 Q3	$1.62M	Hold	9,000	–	–	0.01%	651
2024 Q2	$1.4M	Buy	+9,000	New	+$1.31M	0.01%	650
2023 Q4	–	Sell	-37,965	Closed	-$4.62M	–	1787
2023 Q3	$4.62M	Buy	37,965 +35,911	+1,748%	+$4.82M	0.04%	361
2023 Q2	$306K	Buy	+2,054	New	+$309K	﹤0.01%	1318
2023 Q1	–	Sell	-21,680	Closed	-$3.19M	–	1734
2022 Q4	$3.19M	Buy	+21,680	New	+$3.47M	0.02%	500

Other funds holding EXR

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jefferies Financial Group's EXR Position: Q1 2026 in Review

Jefferies Financial Group reduced its Extra Space Storage (EXR) stake by 51% in Q1 2026, selling an estimated $675K and leaving 4,625 shares worth $606K. The position accounts for ﹤0.01% of the portfolio, ranked #1128.

Jefferies Financial Group first reported a position in EXR in Q4 2022 and has held it in 9 quarters since. The position peaked at $4.62M in Q3 2023. 765 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

Jefferies Financial Group held 4,625 shares of Extra Space Storage worth $606K as of Q1 2026.
Jefferies Financial Group sold 4,789 Extra Space Storage shares in Q1 2026, an estimated $675K.
Extra Space Storage made up ﹤0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1128 holding.
Jefferies Financial Group first reported a position in Extra Space Storage in Q4 2022 and has held it in 9 quarters since.
Jefferies Financial Group's Extra Space Storage position peaked at $4.62M in Q3 2023.
765 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.