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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lido Advisors's EXR Position: Q1 2026 in Review

Lido Advisors reduced its Extra Space Storage (EXR) stake by 42% in Q1 2026, selling an estimated $602K and leaving 5,788 shares worth $759K. The position accounts for ﹤0.01% of the portfolio, ranked #1094.

Lido Advisors first reported a position in EXR in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.61M in Q2 2025. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

  • Lido Advisors held 5,788 shares of Extra Space Storage worth $759K as of Q1 2026.
  • Lido Advisors sold 4,271 Extra Space Storage shares in Q1 2026, an estimated $602K.
  • Extra Space Storage made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1094 holding.
  • Lido Advisors first reported a position in Extra Space Storage in Q2 2020 and has held it in 24 quarters since.
  • Lido Advisors's Extra Space Storage position peaked at $1.61M in Q2 2025.
  • 763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.