Lido Advisors
EXR icon

Lido Advisors’s Extra Space Storage EXR Stock Holding History

Lido Advisors’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 		$860K Buy
5,916
+128
+2% +$18.3K ﹤0.01% 1169
2026
Q1 		$759K Sell
5,788
-4,271
-42% -$602K ﹤0.01% 1094
2025
Q4 		$1.37M Buy
10,059
+223
+2% +$30.4K ﹤0.01% 859
2025
Q3 		$1.39M Sell
9,836
-1,055
-10% -$152K ﹤0.01% 811
2025
Q2 		$1.61M Buy
10,891
+2,631
+32% +$383K 0.01% 663
2025
Q1 		$1.23M Sell
8,260
-664
-7% -$101K 0.01% 691
2024
Q4 		$1.34M Buy
8,924
+4,731
+113% +$776K 0.01% 648
2024
Q3 		$756K Buy
4,193
+101
+2% +$17K ﹤0.01% 814
2024
Q2 		$636K Sell
4,092
-23
-0.6% -$3.35K ﹤0.01% 846
2024
Q1 		$605K Sell
4,115
-34
-0.8% -$4.96K ﹤0.01% 844
2023
Q4 		$665K Buy
4,149
+349
+9% +$44.4K ﹤0.01% 753
2023
Q3 		$462K Sell
3,800
-140
-4% -$18.8K ﹤0.01% 767
2023
Q2 		$586K Sell
3,940
-52
-1% -$7.82K ﹤0.01% 685
2023
Q1 		$650K Buy
3,992
+192
+5% +$30.2K 0.01% 595
2022
Q4 		$559K Buy
3,800
+35
+0.9% +$5.59K 0.01% 554
2022
Q3 		$650K Sell
3,765
-4
-0.1% -$756 0.01% 479
2022
Q2 		$641K Buy
3,769
+10
+0.3% +$1.85K 0.01% 459
2022
Q1 		$772K Buy
3,759
+1
+0% +$199 0.01% 458
2021
Q4 		$852K Buy
3,758
+6
+0.2% +$1.19K 0.01% 452
2021
Q3 		$630K Buy
3,752
+19
+0.5% +$3.36K 0.01% 513
2021
Q2 		$612K Buy
3,733
+1
+0% +$150 0.01% 484
2021
Q1 		$495K Hold
3,732
– – 0.01% 503
2020
Q4 		$432K Buy
3,732
+16
+0.4% +$1.82K 0.01% 518
2020
Q3 		$398K Sell
3,716
-3,700
-50% -$382K 0.01% 422
2020
Q2 		$685K Buy
+7,416
New +$689K 0.02% 296

Other funds holding EXR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lido Advisors's EXR Position: Q2 2026 in Review

Lido Advisors increased its Extra Space Storage (EXR) stake by 2.2% in Q2 2026, buying an estimated $18.3K and bringing the position to 5,916 shares worth $860K. The position accounts for ﹤0.01% of the portfolio, ranked #1169.

Lido Advisors first reported a position in EXR in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.61M in Q2 2025. 798 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Lido Advisors held 5,916 shares of Extra Space Storage worth $860K as of Q2 2026.
  • Lido Advisors bought 128 Extra Space Storage shares in Q2 2026, an estimated $18.3K.
  • Extra Space Storage made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1169 holding.
  • Lido Advisors first reported a position in Extra Space Storage in Q2 2020 and has held it in 25 quarters since.
  • Lido Advisors's Extra Space Storage position peaked at $1.61M in Q2 2025.
  • 798 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.