OPS
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Orion Portfolio Solutions’s Extra Space Storage EXR Stock Holding History

Orion Portfolio Solutions’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
Q1 		$1.17M Buy
7,887
+527
+7% +$79.9K 0.01% 999
2024
Q4 		$1.1M Buy
7,360
+984
+15% +$161K 0.01% 1000
2024
Q3 		$1.15M Sell
6,376
-157
-2% -$26.5K 0.01% 980
2024
Q2 		$1.02M Buy
6,533
+631
+11% +$92K 0.01% 982
2024
Q1 		$868K Sell
5,902
-1,344
-19% -$196K 0.01% 1049
2023
Q4 		$1.16M Buy
7,246
+295
+4% +$37.5K 0.01% 887
2023
Q3 		$845K Buy
6,951
+5,096
+275% +$684K 0.01% 999
2023
Q2 		$276K Sell
1,855
-88
-5% -$13.2K ﹤0.01% 1431
2023
Q1 		$317K Buy
+1,943
New +$305K ﹤0.01% 1329
2020
Q3 		– Sell
-23
Closed -$2K – 935
2020
Q2 		$2K Sell
23
-46
-67% -$4.28K ﹤0.01% 1762
2020
Q1 		$7K Sell
69
-6
-8% -$625 ﹤0.01% 1186
2019
Q4 		$8K Buy
+75
New +$8.18K ﹤0.01% 1085

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Orion Portfolio Solutions's EXR Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Extra Space Storage (EXR) stake by 7.2% in Q1 2025, buying an estimated $79.9K and bringing the position to 7,887 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #999.

Orion Portfolio Solutions first reported a position in EXR in Q4 2019 and has held it in 12 quarters since. 801 funds tracked by Wall St. Rank hold EXR as of Q1 2025.

  • Orion Portfolio Solutions held 7,887 shares of Extra Space Storage worth $1.17M as of Q1 2025.
  • Orion Portfolio Solutions bought 527 Extra Space Storage shares in Q1 2025, an estimated $79.9K.
  • Extra Space Storage made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #999 holding.
  • Orion Portfolio Solutions first reported a position in Extra Space Storage in Q4 2019 and has held it in 12 quarters since.
  • 801 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.