LRI Investments’s Extra Space Storage EXR Stock Holding History

LRI Investments’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	$9.3K	Hold	64	–	–	﹤0.01%	974
2026 Q1	$8.39K	Hold	64	–	–	﹤0.01%	933
2025 Q4	$8.33K	Hold	64	–	–	﹤0.01%	918
2025 Q3	$9.02K	Hold	64	–	–	﹤0.01%	901
2025 Q2	$9.44K	Hold	64	–	–	﹤0.01%	856
2025 Q1	$9.5K	Hold	64	–	–	﹤0.01%	802
2024 Q4	$9.57K	Hold	64	–	–	﹤0.01%	801
2024 Q3	$10.5K	Hold	64	–	–	﹤0.01%	781
2024 Q2	$9.95K	Hold	64	–	–	﹤0.01%	749
2024 Q1	$9.41K	Buy	+64	New	+$9.33K	﹤0.01%	521

Other funds holding EXR

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LRI Investments's EXR Position: Q2 2026 in Review

LRI Investments held its Extra Space Storage (EXR) position steady in Q2 2026 at 64 shares worth $9.3K. The position accounts for ﹤0.01% of the portfolio, ranked #974.

LRI Investments first reported a position in EXR in Q1 2024 and has held it in 10 quarters since. The position peaked at $10.5K in Q3 2024. 275 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

LRI Investments held 64 shares of Extra Space Storage worth $9.3K as of Q2 2026.
LRI Investments left its Extra Space Storage share count unchanged in Q2 2026.
Extra Space Storage made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #974 holding.
LRI Investments first reported a position in Extra Space Storage in Q1 2024 and has held it in 10 quarters since.
LRI Investments's Extra Space Storage position peaked at $10.5K in Q3 2024.
275 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.