WINMILL & CO. INC EXR EXTRA SPACE STORAGE INC

Ownership history in WINMILL & CO. INC  ·  27 quarters on record

AI Ownership Summary

WINMILL & CO. INC reported EXTRA SPACE STORAGE INC (EXR) in 27 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.61% in 2024 Q3. The latest visible filing shows EXR at 0.38% 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 WINMILL & CO. 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
2026 Q1

EXR was reported at 0.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.61% 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
2023 Q4 to 2026 Q1

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 WINMILL & CO. INC held EXR — position size vs. price
% of Fund (quarterly)    EXR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 10,027 0% 0.38% $1.3M 2026-05-14 $142.19
2025 Q4 UNCHANGED 10,027 0% 0.35% $1.3M 2026-02-13 $144.68
2025 Q3 UNCHANGED 10,027 0% 0.34% $1.4M 2025-11-13 $128.86
2025 Q2 UNCHANGED 10,027 0% 0.41% $1.5M 2025-08-01 $134.55
2025 Q1 UNCHANGED 10,027 0% 0.45% $1.5M 2025-05-14 $139.31
2024 Q4 UNCHANGED 10,027 0% 0.49% $1.5M 2025-02-13 $147.33
2024 Q3 UNCHANGED 10,027 0% 0.61% $1.8M 2024-11-13 $153.38
2024 Q2 UNCHANGED 10,027 0% 0.53% $1.6M 2024-08-13 $153.75
2024 Q1 UNCHANGED 10,027 0% 0.42% $1.5M 2024-05-14 $136.32
2023 Q4 UNCHANGED 10,027 0% 0.52% $1.6M 2024-02-13 $125.67
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About WINMILL & CO. 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 WINMILL & CO. INC reported owning EXR?

WINMILL & CO. INC reported EXR across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported EXR position in WINMILL & CO. INC's portfolio?

The largest reported portfolio weight for EXR was 0.61% in 2024 Q3.

What is the latest reported EXR position on this page?

The most recent filing on this page is 2026 Q1, when WINMILL & CO. INC reported 10,027 shares, equal to 0.38% of portfolio, with an estimated market value of $1.3M.

What does the chart on this EXR ownership page compare?

The chart compares WINMILL & CO. 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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