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Livermore
Livermore
ZHEN

Gradient Investments LLC

SEC CIK
0001542265
Latest filing
Jul 8, 2026

EXR holding history

Extra Space Storage Inc. in every 13F filed by Gradient Investments LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EXR overviewAll 13F holders of EXRFull Q2 2026 holdings

Shares (Q2 2026)
150,351
Value
$21.8M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of EXR by Gradient Investments LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026150,351$21.8M0.3%−12,466−7.7%ReducedHolders
Q1 2026162,817$21.4M0.3%−9,877−5.7%ReducedHolders
Q4 2025172,694$22.5M0.4%−2,332−1.3%ReducedHolders
Q3 2025175,026$24.7M0.4%−55,071−23.9%ReducedHolders
Q2 2025230,097$33.9M0.6%+6,929+3.1%AddedHolders
Q1 2025223,168$33.1M0.7%+23,775+11.9%AddedHolders
Q4 2024199,393$29.8M0.6%+10,619+5.6%AddedHolders
Q3 2024188,774$34.0M0.7%+66,241+54.1%AddedHolders
Q2 2024122,533$19.0M0.4%+1,722+1.4%AddedHolders
Q1 2024120,811$17.8M0.4%−69,805−36.6%ReducedHolders
Q4 2023190,616$30.6M0.7%+14,963+8.5%AddedHolders
Q3 2023175,653$21.4M0.6%+6,469+3.8%AddedHolders
Q2 2023169,184$25.2M0.6%+16,540+10.8%AddedHolders
Q1 2023152,644$24.9M0.7%−18,426−10.8%ReducedHolders
Q4 2022171,070$25.2M0.8%+170,932+123,863.8%AddedHolders
Q3 2022138$24.0K<0.1%+92+200.0%AddedHolders
Q2 202246$8.00K<0.1%−17−27.0%ReducedHolders
Q1 202263$13.0K<0.1%−9−12.5%ReducedHolders
Q4 202172$16.0K<0.1%−13−15.3%ReducedHolders
Q3 202185$14.0K<0.1%−56−39.7%ReducedHolders
Q2 2021141$23.0K<0.1%−32−18.5%ReducedHolders
Q1 2021173$23.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.