Jefferies Group's EXR Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 4,340 shares of Extra Space Storage Inc. (EXR) worth $611,680, representing 0.00% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 12 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 Q2 2024, reducing 28,965 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2022 | +21,680 | New Buy | 21,680 | $147.18 |
| Q1 2023 | -21,680 | Sold Out | 21,680 | $0.00 |
| Q2 2023 | +2,054 | New Buy | 2,054 | $148.85 |
| Q3 2023 | +35,911 | Add 1748.34% | 37,965 | $121.58 |
| Q4 2023 | -37,965 | Sold Out | 37,965 | $0.00 |
| Q2 2024 | +9,000 | New Buy | 9,000 | $155.41 |
| Q4 2024 | -2,347 | Reduce 26.08% | 6,653 | $149.60 |
| Q1 2025 | -6,653 | Sold Out | 6,653 | $0.00 |
| Q3 2025 | +4,340 | New Buy | 4,340 | $140.94 |
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 12 quarters since Q4 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's largest addition to Extra Space Storage Inc. (EXR) was in Q3 2023, adding 37,965 shares worth $4.62 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 4,340 shares of Extra Space Storage Inc. (EXR), valued at approximately $611,680. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Extra Space Storage Inc. (EXR) represents approximately 0.00% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's peak holding in Extra Space Storage Inc. (EXR) was 37,965 shares, as reported at the end of Q3 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.