Salomon & Ludwin’s Extra Space Storage EXR Stock Holding History

Salomon & Ludwin’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 Q3	$11.8K	Sell	90 -15	-14%	-$2.15K	﹤0.01%	1253
2026 Q2	$15.5K	Sell	105 -8	-7%	-$1.14K	﹤0.01%	1335
2026 Q1	$15.1K	Sell	113 -50	-31%	-$7.05K	﹤0.01%	1279
2025 Q4	$21.4K	Buy	163 +27	+20%	+$3.68K	﹤0.01%	851
2025 Q3	$19.4K	Buy	136 +128	+1,600%	+$18.4K	﹤0.01%	834
2025 Q2	$1.21K	Hold	8	–	–	﹤0.01%	718
2025 Q1	$1.19K	Hold	8	–	–	﹤0.01%	629
2024 Q4	$1.2K	Sell	8 -31	-79%	-$5.08K	﹤0.01%	645
2024 Q3	$7.03K	Sell	39 -2	-5%	-$338	﹤0.01%	496
2024 Q2	$6.37K	Hold	41	–	–	﹤0.01%	505
2024 Q1	$6.03K	Hold	41	–	–	﹤0.01%	611
2023 Q4	$4.98K	Hold	41	–	–	﹤0.01%	580
2023 Q3	$4.98K	Buy	+41	New	+$5.5K	﹤0.01%	578

Other funds holding EXR

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Salomon & Ludwin's EXR Position: Q3 2026 in Review

Salomon & Ludwin reduced its Extra Space Storage (EXR) stake by 14% in Q3 2026, selling an estimated $2.15K and leaving 90 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1253.

Salomon & Ludwin first reported a position in EXR in Q3 2023 and has held it in 13 quarters since. The position peaked at $21.4K in Q4 2025. 401 funds tracked by Wall St. Rank hold EXR as of Q3 2026.

Salomon & Ludwin held 90 shares of Extra Space Storage worth $11.8K as of Q3 2026.
Salomon & Ludwin sold 15 Extra Space Storage shares in Q3 2026, an estimated $2.15K.
Extra Space Storage made up ﹤0.01% of Salomon & Ludwin's portfolio in Q3 2026, its #1253 holding.
Salomon & Ludwin first reported a position in Extra Space Storage in Q3 2023 and has held it in 13 quarters since.
Salomon & Ludwin's Extra Space Storage position peaked at $21.4K in Q4 2025.
401 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.