Lee, Danner & Bass’s Extra Space Storage EXR Stock Holding History

Lee, Danner & Bass’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	-84	Closed	-$12.6K	–	369
2024 Q4	$12.6K	Buy	+84	New	+$13.8K	﹤0.01%	511

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

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

Norges Bank Oslo, Norway $935B AUM

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Lee, Danner & Bass's EXR Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Extra Space Storage (EXR) in Q1 2025, closing a stake of 84 shares — an estimated $12.6K sold.

Lee, Danner & Bass first reported a position in EXR in Q4 2024 and held it in 1 quarter. The position peaked at $12.6K in Q4 2024. 800 funds tracked by Wall St. Rank hold EXR as of Q1 2025.

Lee, Danner & Bass reported no remaining Extra Space Storage position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 84 Extra Space Storage shares in Q1 2025, an estimated $12.6K.
Lee, Danner & Bass first reported a position in Extra Space Storage in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Extra Space Storage position peaked at $12.6K in Q4 2024.
800 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.