Liberty One Investment Management’s Extra Space Storage EXR Stock Holding History

Liberty One 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	$6.04M	Buy	41,543 +5,176	+14%	+$740K	0.6%	48
2026 Q1	$4.77M	Buy	36,367 +9,874	+37%	+$1.39M	0.49%	60
2025 Q4	$3.45M	Sell	26,493 -17,133	-39%	-$2.34M	0.44%	66
2025 Q3	$6.15M	Buy	43,626 +10,892	+33%	+$1.56M	0.35%	61
2025 Q2	$4.83M	Buy	32,734 +1,554	+5%	+$226K	0.49%	57
2025 Q1	$4.63M	Buy	31,180 +2,793	+10%	+$424K	0.47%	61
2024 Q4	$4.25M	Buy	28,387 +2,118	+8%	+$347K	0.46%	57
2024 Q3	$4.73M	Buy	26,269 +1,227	+5%	+$207K	0.48%	45
2024 Q2	$3.89M	Buy	25,042 +1,602	+7%	+$234K	0.44%	51
2024 Q1	$3.45M	Buy	23,440 +1,360	+6%	+$198K	0.39%	56
2023 Q4	$3.54M	Buy	+22,080	New	+$2.81M	0.44%	40

Other funds holding EXR

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Liberty One Investment Management's EXR Position: Q2 2026 in Review

Liberty One Investment Management increased its Extra Space Storage (EXR) stake by 14% in Q2 2026, buying an estimated $740K and bringing the position to 41,543 shares worth $6.04M. The position accounts for 0.6% of the portfolio, ranked #48.

Liberty One Investment Management first reported a position in EXR in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.15M in Q3 2025. 802 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

Liberty One Investment Management held 41,543 shares of Extra Space Storage worth $6.04M as of Q2 2026.
Liberty One Investment Management bought 5,176 Extra Space Storage shares in Q2 2026, an estimated $740K.
Extra Space Storage made up 0.6% of Liberty One Investment Management's portfolio in Q2 2026, its #48 holding.
Liberty One Investment Management first reported a position in Extra Space Storage in Q4 2023 and has held it in 11 quarters since.
Liberty One Investment Management's Extra Space Storage position peaked at $6.15M in Q3 2025.
802 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Liberty One Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.