Cliff Asness's EXR Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 866,198 shares of Extra Space Storage Inc. (EXR) worth $112.8 M, representing 0.06% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 53 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in EXR, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2025, adding 956,500 shares. Largest reduction occurred in Q4 2025, reducing 642,326 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Extra Space Storage (EXR) Holding Value Over Time
Track share changes against reported price movement
Quarterly Extra Space Storage (EXR) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -642,326 | Reduce 42.58% | 866,198 | $130.22 |
| Q3 2025 | +7,849 | Add 0.52% | 1.51 M | $140.94 |
| Q2 2025 | +376,469 | Add 33.49% | 1.5 M | $145.56 |
| Q1 2025 | +956,500 | Add 570.34% | 1.12 M | $147.82 |
| Q4 2024 | +126,018 | Add 302.29% | 167,706 | $147.98 |
| Q3 2024 | +19,055 | Add 84.19% | 41,688 | $177.96 |
| Q2 2024 | -818 | Reduce 3.49% | 22,633 | $155.41 |
| Q1 2024 | -13,037 | Reduce 35.73% | 23,451 | $147.00 |
| Q4 2023 | -52,331 | Reduce 58.92% | 36,488 | $160.33 |
| Q3 2023 | +71,148 | Add 402.63% | 88,819 | $121.55 |
| Q2 2023 | -4,605 | Reduce 20.67% | 17,671 | $148.85 |
| Q1 2023 | -3,930 | Reduce 15.00% | 22,276 | $160.29 |
| Q4 2022 | -24,917 | Reduce 48.74% | 26,206 | $147.18 |
| Q3 2022 | -20,133 | Reduce 28.25% | 51,123 | $170.80 |
| Q2 2022 | +8,994 | Add 14.45% | 71,256 | $170.12 |
| Q1 2022 | +11,736 | Add 23.23% | 62,262 | $205.60 |
| Q4 2021 | +13,895 | Add 37.93% | 50,526 | $226.58 |
| Q3 2021 | +26,661 | Add 267.41% | 36,631 | $168.00 |
| Q2 2021 | +1,532 | Add 18.16% | 9,970 | $163.79 |
| Q1 2021 | -1,010 | Reduce 10.69% | 8,438 | $131.55 |
| Q4 2020 | +806 | Add 9.33% | 9,448 | $114.63 |
| Q3 2020 | -27,710 | Reduce 76.23% | 8,642 | $107.04 |
| Q2 2020 | -6,803 | Reduce 15.76% | 36,352 | $92.37 |
| Q1 2020 | -41,100 | Reduce 48.78% | 43,155 | $95.77 |
| Q4 2019 | +15,777 | Add 23.04% | 84,255 | $105.62 |
| Q3 2019 | +3,630 | Add 5.60% | 68,478 | $116.83 |
| Q2 2019 | +2,024 | Add 3.22% | 64,848 | $106.09 |
| Q1 2019 | +17,462 | Add 38.49% | 62,824 | $101.90 |
| Q4 2018 | -5,916 | Reduce 11.54% | 45,362 | $90.47 |
| Q3 2018 | -1,797 | Reduce 3.39% | 51,278 | $86.65 |
| Q2 2018 | +21,779 | Add 69.59% | 53,075 | $99.80 |
| Q1 2018 | +7,618 | Add 32.17% | 31,296 | $87.36 |
| Q4 2017 | +4,957 | Add 26.48% | 23,678 | $87.47 |
| Q3 2017 | +3,101 | Add 19.85% | 18,721 | $79.91 |
| Q2 2017 | -4,651 | Reduce 22.94% | 15,620 | $77.98 |
| Q1 2017 | -19,539 | Reduce 49.08% | 20,271 | $74.39 |
| Q4 2016 | -59,365 | Reduce 59.86% | 39,810 | $77.24 |
| Q3 2016 | +8,322 | Add 9.16% | 99,175 | $79.41 |
| Q2 2016 | +24,536 | Add 37.00% | 90,853 | $92.55 |
| Q1 2016 | -4,131 | Reduce 5.86% | 66,317 | $93.46 |
| Q4 2015 | +9,511 | Add 15.61% | 70,448 | $88.21 |
| Q3 2015 | -2,597 | Reduce 4.09% | 60,937 | $77.16 |
| Q2 2015 | -5,200 | Reduce 7.57% | 63,534 | $65.22 |
| Q1 2015 | -23,100 | Reduce 25.15% | 68,734 | $67.56 |
| Q4 2014 | -41,810 | Reduce 31.28% | 91,834 | $58.64 |
| Q3 2014 | -28,131 | Reduce 17.39% | 133,644 | $51.57 |
| Q2 2014 | +7,298 | Add 4.72% | 161,775 | $53.25 |
| Q1 2014 | +10,302 | Add 7.15% | 154,477 | $48.51 |
| Q4 2013 | -18,400 | Reduce 11.32% | 144,175 | $42.13 |
| Q3 2013 | +12,800 | Add 8.55% | 162,575 | $45.75 |
| Q2 2013 | +149,775 | Add 0.00% | 149,775 | $41.93 |
| Q4 2012 | +124,954 | Add 0.00% | 124,954 | $36.39 |
Cliff Asness's Extra Space Storage Investment FAQs
Cliff Asness first purchased Extra Space Storage Inc. (EXR) in Q4 2012, acquiring 124,954 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Extra Space Storage Inc. (EXR) for 53 quarters since Q4 2012.
Cliff Asness's largest addition to Extra Space Storage Inc. (EXR) was in Q1 2025, adding 1,124,206 shares worth $166.18 M.
According to the latest 13F filing for Q4 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 866,198 shares of Extra Space Storage Inc. (EXR), valued at approximately $112.8 M.
As of the Q4 2025 filing, Extra Space Storage Inc. (EXR) represents approximately 0.06% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Extra Space Storage Inc. (EXR) was 1,508,524 shares, as reported at the end of Q3 2025.