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Leavell Investment Management’s Extra Space Storage EXR Stock Holding History

Leavell 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
2026
Q2 		$324K Sell
2,231
-27
-1% -$3.86K 0.01% 517
2026
Q1 		$296K Hold
2,258
– – 0.01% 522
2025
Q4 		$294K Buy
2,258
+1
+0% +$136 0.01% 505
2025
Q3 		$318K Sell
2,257
-40
-2% -$5.75K 0.01% 491
2025
Q2 		$339K Hold
2,297
– – 0.02% 471
2025
Q1 		$341K Hold
2,297
– – 0.02% 449
2024
Q4 		$344K Buy
2,297
+1
+0% +$164 0.02% 445
2024
Q3 		$414K Hold
2,296
– – 0.02% 416
2024
Q2 		$357K Buy
2,296
+40
+2% +$5.83K 0.02% 411
2024
Q1 		$332K Hold
2,256
– – 0.02% 408
2023
Q4 		$362K Hold
2,256
– – 0.02% 374
2023
Q3 		$274K Buy
+2,256
New +$303K 0.02% 405

Other funds holding EXR

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Leavell Investment Management's EXR Position: Q2 2026 in Review

Leavell Investment Management reduced its Extra Space Storage (EXR) stake by 1.2% in Q2 2026, selling an estimated $3.86K and leaving 2,231 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #517.

Leavell Investment Management first reported a position in EXR in Q3 2023 and has held it in 12 quarters since. The position peaked at $414K in Q3 2024. 138 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Leavell Investment Management held 2,231 shares of Extra Space Storage worth $324K as of Q2 2026.
  • Leavell Investment Management sold 27 Extra Space Storage shares in Q2 2026, an estimated $3.86K.
  • Extra Space Storage made up 0.01% of Leavell Investment Management's portfolio in Q2 2026, its #517 holding.
  • Leavell Investment Management first reported a position in Extra Space Storage in Q3 2023 and has held it in 12 quarters since.
  • Leavell Investment Management's Extra Space Storage position peaked at $414K in Q3 2024.
  • 138 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.