Joel Greenblatt's EXR Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 84,424 shares of Extra Space Storage Inc. (EXR) worth $11.9 M, representing 0.05% of the portfolio. First purchased in 2016-Q4, this long-term strategic position has been held for 36 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in EXR, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2020, adding 50,393 shares. Largest reduction occurred in Q2 2020, reducing 50,627 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Extra Space Storage (EXR) Holding Value Over Time
Track share changes against reported price movement
Quarterly Extra Space Storage (EXR) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2016 | +4,813 | New Buy | 4,813 | $77.29 |
| Q1 2017 | +10,408 | Add 216.25% | 15,221 | $74.37 |
| Q2 2017 | -15,221 | Sold Out | 15,221 | $0.00 |
| Q3 2017 | +5,828 | New Buy | 5,828 | $79.96 |
| Q4 2017 | -5,828 | Sold Out | 5,828 | $0.00 |
| Q4 2018 | +3,226 | New Buy | 3,226 | $90.51 |
| Q1 2019 | -3,226 | Sold Out | 3,226 | $0.00 |
| Q2 2019 | +6,622 | New Buy | 6,622 | $106.16 |
| Q3 2019 | +4,047 | Add 61.11% | 10,669 | $116.79 |
| Q4 2019 | -3,954 | Reduce 37.06% | 6,715 | $105.58 |
| Q1 2020 | +50,393 | Add 750.45% | 57,108 | $95.77 |
| Q2 2020 | -50,627 | Reduce 88.65% | 6,481 | $92.42 |
| Q3 2020 | -6,481 | Sold Out | 6,481 | $0.00 |
| Q1 2021 | +6,768 | New Buy | 6,768 | $132.54 |
| Q2 2021 | +6,323 | Add 93.42% | 13,091 | $163.85 |
| Q3 2021 | +1,589 | Add 12.14% | 14,680 | $167.98 |
| Q4 2021 | +389 | Add 2.65% | 15,069 | $226.76 |
| Q1 2022 | +5,505 | Add 36.53% | 20,574 | $205.60 |
| Q2 2022 | -8,296 | Reduce 40.32% | 12,278 | $170.14 |
| Q3 2022 | +4,115 | Add 33.52% | 16,393 | $172.70 |
| Q4 2022 | -2,338 | Reduce 14.26% | 14,055 | $147.18 |
| Q1 2023 | +17,220 | Add 122.52% | 31,275 | $162.93 |
| Q2 2023 | +8,042 | Add 25.71% | 39,317 | $148.85 |
| Q3 2023 | -11,837 | Reduce 30.11% | 27,480 | $121.58 |
| Q4 2023 | +7,077 | Add 25.75% | 34,557 | $160.33 |
| Q1 2024 | -4,277 | Reduce 12.38% | 30,280 | $147.00 |
| Q2 2024 | +30,814 | Add 101.76% | 61,094 | $155.41 |
| Q3 2024 | +13,071 | Add 21.39% | 74,165 | $180.19 |
| Q4 2024 | -769 | Reduce 1.04% | 73,396 | $149.60 |
| Q1 2025 | +21,473 | Add 29.26% | 94,869 | $148.49 |
| Q2 2025 | +14,166 | Add 14.93% | 109,035 | $147.44 |
| Q3 2025 | -24,611 | Reduce 22.57% | 84,424 | $140.94 |
Joel Greenblatt's Extra Space Storage Investment FAQs
Joel Greenblatt first purchased Extra Space Storage Inc. (EXR) in Q4 2016, acquiring 4,813 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Extra Space Storage Inc. (EXR) for 36 quarters since Q4 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to Extra Space Storage Inc. (EXR) was in Q1 2020, adding 57,108 shares worth $5.47 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 84,424 shares of Extra Space Storage Inc. (EXR), valued at approximately $11.9 M. 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 0.05% of Joel Greenblatt'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.
Joel Greenblatt's peak holding in Extra Space Storage Inc. (EXR) was 109,035 shares, as reported at the end of Q2 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.