Jefferies Group's EXR Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 9,414 shares of Extra Space Storage Inc. (EXR) worth $1.23 M, representing 0.01% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 11 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in EXR, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2023, adding 35,911 shares. Largest reduction occurred in Q4 2023, reducing 37,965 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Extra Space Storage (EXR) Holding Value Over Time
Track share changes against reported price movement
Quarterly Extra Space Storage (EXR) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +5,074 | Add 116.91% | 9,414 | $130.22 |
| Q3 2025 | +4,340 | New Buy | 4,340 | $140.94 |
| Q1 2025 | -6,653 | Sold Out | 0 | $0.00 |
| Q4 2024 | -2,347 | Reduce 26.08% | 6,653 | $149.60 |
| Q2 2024 | +9,000 | New Buy | 9,000 | $155.41 |
| Q4 2023 | -37,965 | Sold Out | 0 | $0.00 |
| Q3 2023 | +35,911 | Add 1748.34% | 37,965 | $121.58 |
| Q2 2023 | +2,054 | New Buy | 2,054 | $148.85 |
| Q1 2023 | -21,680 | Sold Out | 0 | $0.00 |
| Q4 2022 | +21,680 | New Buy | 21,680 | $147.18 |
Jefferies Group's Extra Space Storage Investment FAQs
Jefferies Group first purchased Extra Space Storage Inc. (EXR) in Q4 2022, acquiring 21,680 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Extra Space Storage Inc. (EXR) for 11 quarters since Q4 2022.
Jefferies Group's largest addition to Extra Space Storage Inc. (EXR) was in Q3 2023, adding 37,965 shares worth $4.62 M.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 9,414 shares of Extra Space Storage Inc. (EXR), valued at approximately $1.23 M.
As of the Q4 2025 filing, Extra Space Storage Inc. (EXR) represents approximately 0.01% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Extra Space Storage Inc. (EXR) was 37,965 shares, as reported at the end of Q3 2023.