Level Four Advisory Services’s Extra Space Storage EXR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$338K Sell
2,326
-53
-2% -$7.58K 0.01% 726
2026
Q1
$312K Buy
2,379
+97
+4% +$13.7K 0.01% 706
2025
Q4
$297K Buy
2,282
+1
+0% +$136 0.01% 697
2025
Q3
$321K Sell
2,281
-214
-9% -$30.7K 0.01% 655
2025
Q2
$368K Buy
2,495
+41
+2% +$5.97K 0.01% 596
2025
Q1
$364K Buy
2,454
+18
+0.7% +$2.73K 0.02% 566
2024
Q4
$364K Buy
2,436
+173
+8% +$28.4K 0.01% 565
2024
Q3
$370K Buy
2,263
+50
+2% +$8.44K 0.02% 582
2024
Q2
$344K Buy
2,213
+88
+4% +$12.8K 0.02% 572
2024
Q1
$341K Hold
2,125
0.02% 571
2023
Q4
$341K Sell
2,125
-2
-0.1% -$254 0.02% 570
2023
Q3
$259K Buy
+2,127
New +$286K 0.02% 613

Other funds holding EXR

Level Four Advisory Services's EXR Position: Q2 2026 in Review

Level Four Advisory Services reduced its Extra Space Storage (EXR) stake by 2.2% in Q2 2026, selling an estimated $7.58K and leaving 2,326 shares worth $338K. The position accounts for 0.01% of the portfolio, ranked #726.

Level Four Advisory Services first reported a position in EXR in Q3 2023 and has held it in 12 quarters since. The position peaked at $370K in Q3 2024. 793 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Level Four Advisory Services held 2,326 shares of Extra Space Storage worth $338K as of Q2 2026.
  • Level Four Advisory Services sold 53 Extra Space Storage shares in Q2 2026, an estimated $7.58K.
  • Extra Space Storage made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #726 holding.
  • Level Four Advisory Services first reported a position in Extra Space Storage in Q3 2023 and has held it in 12 quarters since.
  • Level Four Advisory Services's Extra Space Storage position peaked at $370K in Q3 2024.
  • 793 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.