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Lindbrook Capital’s Extra Space Storage EXR Stock Holding History

Lindbrook Capital’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
2025
Q1 		$91.2K Buy
614
+91
+17% +$13.8K 0.01% 718
2024
Q4 		$78.2K Buy
523
+68
+15% +$11.2K 0.01% 632
2024
Q3 		$82K Buy
455
+47
+12% +$7.93K 0.01% 626
2024
Q2 		$63.4K Buy
408
+16
+4% +$2.33K 0.01% 705
2024
Q1 		$57.6K Hold
392
– – 0.01% 728
2023
Q4 		$62.8K Sell
392
-14
-3% -$1.78K 0.01% 678
2023
Q3 		$49.4K Buy
406
+249
+159% +$33.4K 0.01% 694
2023
Q2 		$23.4K Buy
157
+37
+31% +$5.57K ﹤0.01% 1004
2023
Q1 		$19.6K Buy
120
+18
+18% +$2.83K ﹤0.01% 1085
2022
Q4 		$15K Sell
102
-139
-58% -$22.2K ﹤0.01% 1223
2022
Q3 		$42K Buy
241
+126
+110% +$23.8K 0.01% 711
2022
Q2 		$20K Sell
115
-282
-71% -$52.2K ﹤0.01% 962
2022
Q1 		$82K Buy
397
+12
+3% +$2.39K 0.01% 526
2021
Q4 		$87K Hold
385
– – 0.01% 526
2021
Q3 		$65K Hold
385
– – 0.02% 372
2021
Q2 		$63K Hold
385
– – 0.01% 401
2021
Q1 		$51K Buy
385
+12
+3% +$1.45K 0.01% 436
2020
Q4 		$43K Buy
373
+304
+441% +$34.6K 0.01% 445
2020
Q3 		$7K Sell
69
-18
-21% -$1.86K ﹤0.01% 949
2020
Q2 		$8K Sell
87
-42
-33% -$3.9K ﹤0.01% 898
2020
Q1 		$12K Buy
129
+106
+461% +$11K ﹤0.01% 695
2019
Q4 		$2K Hold
23
– – ﹤0.01% 1280
2019
Q3 		$3K Hold
23
– – ﹤0.01% 1173
2019
Q2 		$2K Hold
23
– – ﹤0.01% 1219
2019
Q1 		$2K Hold
23
– – ﹤0.01% 1221
2018
Q4 		$2K Buy
+23
New +$2.09K ﹤0.01% 1168

Other funds holding EXR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Lindbrook Capital's EXR Position: Q1 2025 in Review

Lindbrook Capital increased its Extra Space Storage (EXR) stake by 17% in Q1 2025, buying an estimated $13.8K and bringing the position to 614 shares worth $91.2K. The position accounts for 0.01% of the portfolio, ranked #718.

Lindbrook Capital first reported a position in EXR in Q4 2018 and has held it in 26 quarters since. 801 funds tracked by Wall St. Rank hold EXR as of Q1 2025.

  • Lindbrook Capital held 614 shares of Extra Space Storage worth $91.2K as of Q1 2025.
  • Lindbrook Capital bought 91 Extra Space Storage shares in Q1 2025, an estimated $13.8K.
  • Extra Space Storage made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #718 holding.
  • Lindbrook Capital first reported a position in Extra Space Storage in Q4 2018 and has held it in 26 quarters since.
  • 801 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.