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 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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

Liberty One Investment Management's EXR Position: Q1 2026 in Review

Liberty One Investment Management increased its Extra Space Storage (EXR) stake by 37% in Q1 2026, buying an estimated $1.39M and bringing the position to 36,367 shares worth $4.77M. The position accounts for 0.49% of the portfolio, ranked #60.

Liberty One Investment Management first reported a position in EXR in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.15M in Q3 2025. 764 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

Liberty One Investment Management held 36,367 shares of Extra Space Storage worth $4.77M as of Q1 2026.
Liberty One Investment Management bought 9,874 Extra Space Storage shares in Q1 2026, an estimated $1.39M.
Extra Space Storage made up 0.49% of Liberty One Investment Management's portfolio in Q1 2026, its #60 holding.
Liberty One Investment Management first reported a position in Extra Space Storage in Q4 2023 and has held it in 10 quarters since.
Liberty One Investment Management's Extra Space Storage position peaked at $6.15M in Q3 2025.
764 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Liberty One Investment Management's 13F filing for Q1 2026, filed 14 May 2026.