EXR β€” EXTRA SPACE STORAGE INC

Ownership history in Meeder Advisory Services, Inc.  Β·  6 quarters on record

AI Ownership Summary

Meeder Advisory Services, Inc. reported EXTRA SPACE STORAGE INC (EXR) in 6 quarterly 13F filings from 2024 Q2 through 2025 Q3. Peak portfolio weight reached 0.02% in 2024 Q3. The latest visible filing shows EXR at 0.01% 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.

What this EXR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Meeder Advisory Services, 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 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q3

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

Time in book
Holding Window
2024 Q2 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 Meeder Advisory Services, 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 1,747 -712 -29.0% 0.01% $246K 2025-10-24 $146.75
2025 Q2 REDUCED 2,459 -10 -0.4% 0.02% $363K 2025-08-07 $133.57
2025 Q1 ADDED 2,469 +234 +10.5% 0.02% $367K 2025-05-07 $140.67
2024 Q4 ADDED 2,235 +313 +16.3% 0.02% $334K 2025-02-12 $146.24
2024 Q3 ADDED 1,922 +352 +22.4% 0.02% $346K 2024-11-07 $153.48
2024 Q2 INITIATED 1,570 β€” β€” 0.02% $244K 2024-08-08 $151.19

FAQ About Meeder Advisory Services, 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 Meeder Advisory Services, Inc. reported owning EXR?

Meeder Advisory Services, Inc. reported EXR across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported EXR position in Meeder Advisory Services, Inc.'s portfolio?

The largest reported portfolio weight for EXR was 0.02% in 2024 Q3.

What is the latest reported EXR position on this page?

The most recent filing on this page is 2025 Q3, when Meeder Advisory Services, Inc. reported 1,747 shares, equal to 0.01% of portfolio, with an estimated market value of $246K.

What does the chart on this EXR ownership page compare?

The chart compares Meeder Advisory Services, 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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