EXR β€” EXTRA SPACE STORAGE INC

Ownership history in D'Orazio & Associates, Inc.  Β·  7 quarters on record

AI Ownership Summary

D'Orazio & Associates, Inc. reported EXTRA SPACE STORAGE INC (EXR) in 7 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.04% in 2025 Q1. The latest visible filing shows EXR at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EXR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was D'Orazio & Associates, Inc.'s position in EXTRA SPACE STORAGE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

EXR was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How D'Orazio & Associates, Inc. held EXR β€” position size vs. price
% of Fund (quarterly)    EXR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 1,628 -98 -5.7% 0.03% $229K 2025-11-10 $127.45
2025 Q2 REDUCED 1,726 -130 -7.0% 0.04% $254K 2025-08-08 $131.71
2025 Q1 ADDED 1,856 +290 +18.5% 0.04% $276K 2025-04-17 $134.89
2024 Q4 ADDED 1,566 +298 +23.5% 0.03% $234K 2025-01-28 $146.52
2024 Q3 ADDED 1,268 +19 +1.5% 0.03% $228K 2024-11-05 $157.59
2023 Q4 ADDED 1,249 +1,228 +5847.6% 0.04% $200K 2024-02-08 $130.13
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About D'Orazio & Associates, Inc. and EXR

These are the practical questions this page is built to answer before you even open the full history table.

How long has D'Orazio & Associates, Inc. reported owning EXR?

D'Orazio & Associates, Inc. reported EXR across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported EXR position in D'Orazio & Associates, Inc.'s portfolio?

The largest reported portfolio weight for EXR was 0.04% in 2025 Q1.

What is the latest reported EXR position on this page?

The most recent filing on this page is 2025 Q3, when D'Orazio & Associates, Inc. reported 1,628 shares, equal to 0.03% of portfolio, with an estimated market value of $229K.

What does the chart on this EXR ownership page compare?

The chart compares D'Orazio & Associates, Inc.'s quarterly EXR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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