Zimmer Partners’s Extra Space Storage EXR Stock Holding History

Zimmer Partners’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	-37,200	Closed	-$5.52M	–	183
2025 Q1	$5.52M	Buy	+37,200	New	+$5.64M	0.1%	112
2024 Q4	–	Sell	-60,000	Closed	-$10.8M	–	160
2024 Q3	$10.8M	Buy	+60,000	New	+$10.1M	0.2%	79
2023 Q2	–	Sell	-262,500	Closed	-$42.8M	–	126
2023 Q1	$42.8M	Buy	+262,500	New	+$41.3M	0.88%	40
2022 Q4	–	Sell	-75,000	Closed	-$13M	–	91
2022 Q3	$13M	Sell	75,000 -912,500	-92%	-$173M	0.28%	53
2022 Q2	$168M	Buy	987,500 +937,500	+1,875%	+$174M	3.5%	7
2022 Q1	$10.3M	Buy	+50,000	New	+$9.94M	0.15%	82
2021 Q2	–	Sell	-220,000	Closed	-$29.2M	–	191
2021 Q1	$29.2M	Sell	220,000 -530,000	-71%	-$64.2M	0.4%	66
2020 Q4	$86.9M	Sell	750,000 -75,000	-9%	-$8.54M	1.28%	25
2020 Q3	$88.3M	Buy	825,000 +550,000	+200%	+$56.8M	1.37%	29
2020 Q2	$25.4M	Buy	+275,000	New	+$25.6M	0.34%	58
2019 Q4	–	Sell	-100,000	Closed	-$11.7M	–	96
2019 Q3	$11.7M	Buy	+100,000	New	+$11.6M	0.13%	69
2018 Q4	–	Sell	-120,000	Closed	-$10.4M	–	88
2018 Q3	$10.4M	Buy	120,000 +70,000	+140%	+$6.5M	0.14%	70
2018 Q2	$4.99M	Buy	+50,000	New	+$4.65M	0.07%	81

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

Zimmer Partners's EXR Position: Q2 2025 in Review

Zimmer Partners sold out of Extra Space Storage (EXR) in Q2 2025, closing a stake of 37,200 shares — an estimated $5.52M sold.

Zimmer Partners first reported a position in EXR in Q2 2018 and held it in 13 quarters. The position peaked at $168M in Q2 2022. 809 funds tracked by Wall St. Rank hold EXR as of Q2 2025.

Zimmer Partners reported no remaining Extra Space Storage position as of Q2 2025 after selling out during the quarter.
Zimmer Partners sold 37,200 Extra Space Storage shares in Q2 2025, an estimated $5.52M.
Zimmer Partners first reported a position in Extra Space Storage in Q2 2018 and held it in 13 quarters.
Zimmer Partners's Extra Space Storage position peaked at $168M in Q2 2022.
809 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2025.

Based on Zimmer Partners's 13F filing for Q2 2025, filed 14 Aug 2025.