MLL
EXR icon

Moody Lynn & Lieberson’s Extra Space Storage EXR Stock Holding History

Moody Lynn & Lieberson’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 		$3.73M Sell
25,688
-34
-0.1% -$4.86K 0.2% 65
2026
Q1 		$3.37M Sell
25,722
-285
-1% -$40.2K 0.19% 64
2025
Q4 		$3.39M Sell
26,007
-1,230
-5% -$168K 0.18% 68
2025
Q3 		$3.84M Sell
27,237
-1,052
-4% -$151K 0.21% 68
2025
Q2 		$4.17M Buy
28,289
+119
+0.4% +$17.3K 0.24% 64
2025
Q1 		$4.18M Buy
28,170
+187
+0.7% +$28.4K 0.27% 56
2024
Q4 		$4.19M Sell
27,983
-118
-0.4% -$19.4K 0.26% 59
2024
Q3 		$5.06M Buy
28,101
+22
+0.1% +$3.71K 0.31% 52
2024
Q2 		$4.36M Sell
28,079
-5
-0% -$729 0.29% 54
2024
Q1 		$4.13M Sell
28,084
-9,058
-24% -$1.32M 0.28% 63
2023
Q4 		$5.95M Sell
37,142
-18,604
-33% -$2.37M 0.45% 47
2023
Q3 		$6.78M Sell
55,746
-3,900
-7% -$524K 0.58% 43
2023
Q2 		$8.88M Buy
59,646
+644
+1% +$96.9K 0.72% 43
2023
Q1 		$9.61M Sell
59,002
-741
-1% -$116K 0.86% 38
2022
Q4 		$8.79M Sell
59,743
-4,934
-8% -$789K 0.8% 39
2022
Q3 		$11.2M Sell
64,677
-3,297
-5% -$623K 1.08% 35
2022
Q2 		$11.6M Sell
67,974
-7,443
-10% -$1.38M 1.04% 33
2022
Q1 		$15.5M Buy
75,417
+19,940
+36% +$3.96M 1.14% 34
2021
Q4 		$12.6M Sell
55,477
-94
-0.2% -$18.6K 0.84% 36
2021
Q3 		$9.34M Sell
55,571
-1,954
-3% -$345K 0.7% 43
2021
Q2 		$9.42M Sell
57,525
-89
-0.2% -$13.3K 0.71% 44
2021
Q1 		$7.64M Buy
57,614
+526
+0.9% +$63.7K 0.63% 49
2020
Q4 		$6.61M Buy
57,088
+465
+0.8% +$53K 0.57% 54
2020
Q3 		$6.06M Sell
56,623
-618
-1% -$63.9K 0.6% 48
2020
Q2 		$5.29M Sell
57,241
-1,486
-3% -$138K 0.57% 45
2020
Q1 		$5.62K Sell
58,727
-20,781
-26% -$2.16M 0.77% 41
2019
Q4 		$8.4M Sell
79,508
-18,684
-19% -$2.04M 0.81% 39
2019
Q3 		$11.5M Sell
98,192
-20,077
-17% -$2.32M 1.28% 30
2019
Q2 		$12.5M Buy
118,269
+23,314
+25% +$2.45M 1.38% 27
2019
Q1 		$9.68M Buy
94,955
+3,654
+4% +$351K 1.11% 34
2018
Q4 		$8.26M Buy
+91,301
New +$8.3M 1.11% 31
2016
Q3 		– Sell
-4,330
Closed -$401K – 171
2016
Q2 		$401K Buy
+4,330
New +$391K 0.07% 117

Other funds holding EXR

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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Moody Lynn & Lieberson's EXR Position: Q2 2026 in Review

Moody Lynn & Lieberson reduced its Extra Space Storage (EXR) stake by 0.13% in Q2 2026, selling an estimated $4.86K and leaving 25,688 shares worth $3.73M. The position accounts for 0.2% of the portfolio, ranked #65.

Moody Lynn & Lieberson first reported a position in EXR in Q2 2016 and has held it in 32 quarters since. The position peaked at $15.5M in Q1 2022. 178 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Moody Lynn & Lieberson held 25,688 shares of Extra Space Storage worth $3.73M as of Q2 2026.
  • Moody Lynn & Lieberson sold 34 Extra Space Storage shares in Q2 2026, an estimated $4.86K.
  • Extra Space Storage made up 0.2% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #65 holding.
  • Moody Lynn & Lieberson first reported a position in Extra Space Storage in Q2 2016 and has held it in 32 quarters since.
  • Moody Lynn & Lieberson's Extra Space Storage position peaked at $15.5M in Q1 2022.
  • 178 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.