Loomis, Sayles & Company
EXR icon

Loomis, Sayles & Company’s Extra Space Storage EXR Stock Holding History

Loomis, Sayles & Company’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
Q2 		– Sell
-20
Closed -$3K – 750
2025
Q1 		$3K Buy
+20
New +$3.03K ﹤0.01% 722
2023
Q4 		– Sell
-10
Closed -$1K – 990
2023
Q3 		$1K Sell
10
-3
-23% -$403 ﹤0.01% 890
2023
Q2 		$2K Hold
13
– – ﹤0.01% 941
2023
Q1 		$2K Buy
13
+2
+18% +$314 ﹤0.01% 936
2022
Q4 		$2K Hold
11
– – ﹤0.01% 818
2022
Q3 		$2K Hold
11
– – ﹤0.01% 796
2022
Q2 		$2K Hold
11
– – ﹤0.01% 829
2022
Q1 		$2K Sell
11
-178
-94% -$35.4K ﹤0.01% 939
2021
Q4 		$43K Sell
189
-9
-5% -$1.78K ﹤0.01% 616
2021
Q3 		$33K Buy
198
+64
+48% +$11.3K ﹤0.01% 628
2021
Q2 		$22K Buy
134
+75
+127% +$11.2K ﹤0.01% 662
2021
Q1 		$8K Buy
+59
New +$7.14K ﹤0.01% 801
2020
Q4 		– Sell
-31
Closed -$3K – 809
2020
Q3 		$3K Hold
31
– – ﹤0.01% 639
2020
Q2 		$3K Hold
31
– – ﹤0.01% 677
2020
Q1 		$3K Hold
31
– – ﹤0.01% 707
2019
Q4 		$3K Sell
31
-289
-90% -$31.5K ﹤0.01% 723
2019
Q3 		$37K Sell
320
-6
-2% -$694 ﹤0.01% 678
2019
Q2 		$35K Hold
326
– – ﹤0.01% 536
2019
Q1 		$33K Hold
326
– – ﹤0.01% 566
2018
Q4 		$29K Sell
326
-16
-5% -$1.46K ﹤0.01% 628
2018
Q3 		$30K Hold
342
– – ﹤0.01% 678
2018
Q2 		$34K Hold
342
– – ﹤0.01% 672
2018
Q1 		$30K Buy
+342
New +$28.8K ﹤0.01% 703
2016
Q1 		– Sell
-5,400
Closed -$476K – 1079
2015
Q4 		$476K Hold
5,400
– – ﹤0.01% 623
2015
Q3 		$417K Buy
+5,400
New +$396K ﹤0.01% 640

Other funds holding EXR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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 $187B AUM 18.48% 1-Year Est. Return
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

Loomis, Sayles & Company's EXR Position: Q2 2025 in Review

Loomis, Sayles & Company sold out of Extra Space Storage (EXR) in Q2 2025, closing a stake of 20 shares — an estimated $3K sold.

Loomis, Sayles & Company first reported a position in EXR in Q3 2015 and held it in 25 quarters. The position peaked at $476K in Q4 2015. 809 funds tracked by Wall St. Rank hold EXR as of Q2 2025.

  • Loomis, Sayles & Company reported no remaining Extra Space Storage position as of Q2 2025 after selling out during the quarter.
  • Loomis, Sayles & Company sold 20 Extra Space Storage shares in Q2 2025, an estimated $3K.
  • Loomis, Sayles & Company first reported a position in Extra Space Storage in Q3 2015 and held it in 25 quarters.
  • Loomis, Sayles & Company's Extra Space Storage position peaked at $476K in Q4 2015.
  • 809 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2025.

Based on Loomis, Sayles & Company's 13F filing for Q2 2025, filed 13 Aug 2025.