LVW Advisors’s Extra Space Storage EXR Stock Holding History

LVW 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
2025 Q2	–	Sell	-1,502	Closed	-$223K	–	334
2025 Q1	$223K	Sell	1,502 -90	-6%	-$13.6K	0.03%	285
2024 Q4	$238K	Hold	1,592	–	–	0.03%	279
2024 Q3	$287K	Sell	1,592 -41	-3%	-$6.92K	0.04%	251
2024 Q2	$254K	Sell	1,633 -486	-23%	-$70.8K	0.04%	255
2024 Q1	$311K	Buy	2,119 +412	+24%	+$60.1K	0.05%	226
2023 Q4	$274K	Buy	+1,707	New	+$217K	0.05%	217

Other funds holding EXR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

LVW Advisors's EXR Position: Q2 2025 in Review

LVW Advisors sold out of Extra Space Storage (EXR) in Q2 2025, closing a stake of 1,502 shares — an estimated $223K sold.

LVW Advisors first reported a position in EXR in Q4 2023 and held it in 6 quarters. The position peaked at $311K in Q1 2024. 809 funds tracked by Wall St. Rank hold EXR as of Q2 2025.

LVW Advisors reported no remaining Extra Space Storage position as of Q2 2025 after selling out during the quarter.
LVW Advisors sold 1,502 Extra Space Storage shares in Q2 2025, an estimated $223K.
LVW Advisors first reported a position in Extra Space Storage in Q4 2023 and held it in 6 quarters.
LVW Advisors's Extra Space Storage position peaked at $311K in Q1 2024.
809 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2025.

Based on LVW Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.