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RD Lewis Holdings’s Extra Space Storage EXR Stock Holding History

RD Lewis Holdings’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
Q1 		$1.57M Sell
11,303
-1,186
-9% -$167K 1.36% 29
2025
Q4 		$1.72M Sell
12,489
-457
-4% -$62.3K 1.47% 28
2025
Q3 		$1.72M Buy
12,946
+995
+8% +$143K 1.61% 26
2025
Q2 		$1.65M Sell
11,951
-421
-3% -$61.3K 1.67% 25
2025
Q1 		$1.85M Buy
12,372
+238
+2% +$36.1K 2.1% 17
2024
Q4 		$1.89M Buy
+12,134
New +$1.99M 2.08% 15

Other funds holding EXR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RD Lewis Holdings's EXR Position: Q1 2026 in Review

RD Lewis Holdings reduced its Extra Space Storage (EXR) stake by 9.5% in Q1 2026, selling an estimated $167K and leaving 11,303 shares worth $1.57M. The position accounts for 1.36% of the portfolio, ranked #29.

RD Lewis Holdings first reported a position in EXR in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.89M in Q4 2024. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

  • RD Lewis Holdings held 11,303 shares of Extra Space Storage worth $1.57M as of Q1 2026.
  • RD Lewis Holdings sold 1,186 Extra Space Storage shares in Q1 2026, an estimated $167K.
  • Extra Space Storage made up 1.36% of RD Lewis Holdings's portfolio in Q1 2026, its #29 holding.
  • RD Lewis Holdings first reported a position in Extra Space Storage in Q4 2024 and has held it in 6 quarters since.
  • RD Lewis Holdings's Extra Space Storage position peaked at $1.89M in Q4 2024.
  • 763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on RD Lewis Holdings's 13F filing for Q1 2026, filed 14 Apr 2026.