Loudon Investment Management’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $290K | Hold |
2,215
| – | – | 0.16% | 84 |
|
|
2025
Q4 | $288K | Hold |
2,215
| – | – | 0.15% | 84 |
|
|
2025
Q3 | $312K | Hold |
2,215
| – | – | 0.16% | 83 |
|
|
2025
Q2 | $327K | Sell |
2,215
-150
| -6% | -$21.8K | 0.18% | 87 |
|
|
2025
Q1 | $351K | Sell |
2,365
-1,325
| -36% | -$201K | 0.2% | 80 |
|
|
2024
Q4 | $552K | Sell |
3,690
-100
| -3% | -$16.4K | 0.31% | 66 |
|
|
2024
Q3 | $683K | Hold |
3,790
| – | – | 0.37% | 61 |
|
|
2024
Q2 | $589K | Hold |
3,790
| – | – | 0.35% | 64 |
|
|
2024
Q1 | $557K | Hold |
3,790
| – | – | 0.32% | 68 |
|
|
2023
Q4 | $608K | Buy |
3,790
+350
| +10% | +$44.5K | 0.38% | 63 |
|
|
2023
Q3 | $418K | Buy |
3,440
+450
| +15% | +$60.4K | 0.29% | 73 |
|
|
2023
Q2 | $445K | Hold |
2,990
| – | – | 0.29% | 69 |
|
|
2023
Q1 | $487K | Hold |
2,990
| – | – | 0.34% | 68 |
|
|
2022
Q4 | $440K | Hold |
2,990
| – | – | 0.32% | 68 |
|
|
2022
Q3 | $516K | Hold |
2,990
| – | – | 0.41% | 62 |
|
|
2022
Q2 | $509K | Hold |
2,990
| – | – | 0.38% | 62 |
|
|
2022
Q1 | $615K | Sell |
2,990
-725
| -20% | -$144K | 0.41% | 60 |
|
|
2021
Q4 | $842K | Sell |
3,715
-655
| -15% | -$130K | 0.54% | 49 |
|
|
2021
Q3 | $734K | Sell |
4,370
-1,869
| -30% | -$330K | 0.52% | 55 |
|
|
2021
Q2 | $1.02M | Sell |
6,239
-261
| -4% | -$39.1K | 0.7% | 44 |
|
|
2021
Q1 | $862K | Sell |
6,500
-600
| -8% | -$72.6K | 0.62% | 43 |
|
|
2020
Q4 | $823K | Sell |
7,100
-152
| -2% | -$17.3K | 0.64% | 42 |
|
|
2020
Q3 | $776K | Sell |
7,252
-290
| -4% | -$30K | 0.66% | 39 |
|
|
2020
Q2 | $697K | Sell |
7,542
-25
| -0.3% | -$2.32K | 0.6% | 46 |
|
|
2020
Q1 | $725K | Sell |
7,567
-118
| -2% | -$12.3K | 0.76% | 43 |
|
|
2019
Q4 | $812K | Sell |
7,685
-430
| -5% | -$46.9K | 0.63% | 45 |
|
|
2019
Q3 | $948K | Sell |
8,115
-907
| -10% | -$105K | 0.8% | 42 |
|
|
2019
Q2 | $957K | Sell |
9,022
-130
| -1% | -$13.7K | 0.81% | 42 |
|
|
2019
Q1 | $933K | Sell |
9,152
-43
| -0.5% | -$4.13K | 0.82% | 39 |
|
|
2018
Q4 | $832K | Sell |
9,195
-295
| -3% | -$26.8K | 0.79% | 39 |
|
|
2018
Q3 | $822K | Sell |
9,490
-2,800
| -23% | -$260K | 0.66% | 44 |
|
|
2018
Q2 | $1.23M | Hold |
12,290
| – | – | 0.98% | 40 |
|
|
2018
Q1 | $1.04M | Buy |
12,290
+95
| +0.8% | +$7.99K | 0.83% | 42 |
|
|
2017
Q4 | $1.07M | Buy |
12,195
+1,415
| +13% | +$119K | 0.81% | 41 |
|
|
2017
Q3 | $862K | Buy |
10,780
+595
| +6% | +$46.3K | 0.67% | 45 |
|
|
2017
Q2 | $794K | Buy |
10,185
+4,150
| +69% | +$318K | 0.6% | 49 |
|
|
2017
Q1 | $449K | Buy |
+6,035
| New | +$455K | 0.34% | 62 |
|
Other funds holding EXR
VPM
VCM
Loudon Investment Management's EXR Position: Q1 2026 in Review
Loudon Investment Management held its Extra Space Storage (EXR) position steady in Q1 2026 at 2,215 shares worth $290K. The position accounts for 0.16% of the portfolio, ranked #84.
Loudon Investment Management first reported a position in EXR in Q1 2017 and has held it in 37 quarters since. The position peaked at $1.23M in Q2 2018. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.
- Loudon Investment Management held 2,215 shares of Extra Space Storage worth $290K as of Q1 2026.
- Loudon Investment Management left its Extra Space Storage share count unchanged in Q1 2026.
- Extra Space Storage made up 0.16% of Loudon Investment Management's portfolio in Q1 2026, its #84 holding.
- Loudon Investment Management first reported a position in Extra Space Storage in Q1 2017 and has held it in 37 quarters since.
- Loudon Investment Management's Extra Space Storage position peaked at $1.23M in Q2 2018.
- 763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.
Based on Loudon Investment Management's 13F filing for Q1 2026, filed 11 May 2026.