EXR β€” EXTRA SPACE STORAGE INC

Ownership history in Schiavi & Co LLC  Β·  3 quarters on record

AI Ownership Summary

Schiavi & Co LLC reported EXTRA SPACE STORAGE INC (EXR) in 3 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 0.33% in 2025 Q4. The latest visible filing shows EXR at 0.33% 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 Schiavi & Co LLC'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 Q4

EXR was reported at 0.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.33% in 2025 Q4

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

Time in book
Holding Window
2025 Q3 to 2025 Q4

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 Schiavi & Co LLC held EXR β€” position size vs. price
% of Fund (quarterly)    EXR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 7,938 +1,111 +16.3% 0.33% $1.0M 2026-02-14 (Est.) $144.68
2025 Q3 ADDED 6,827 +4,720 +224.0% 0.32% $962K 2025-11-03 $128.13
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding EXR

As of 2026 Q1 β€” sorted by position size

Pensionfund PDN 3Y 7Y 1.69% Pensionfund Sabic 3Y 7Y 1.56% Bangor Savings Bank 3Y 7Y 0.0%

FAQ About Schiavi & Co LLC and EXR

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

How long has Schiavi & Co LLC reported owning EXR?

Schiavi & Co LLC reported EXR across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported EXR position in Schiavi & Co LLC's portfolio?

The largest reported portfolio weight for EXR was 0.33% in 2025 Q4.

What is the latest reported EXR position on this page?

The most recent filing on this page is 2025 Q4, when Schiavi & Co LLC reported 7,938 shares, equal to 0.33% of portfolio, with an estimated market value of $1.0M.

What does the chart on this EXR ownership page compare?

The chart compares Schiavi & Co LLC'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.

← Back to Schiavi & Co LLC Holdings