Albion Financial Group’s Extra Space Storage EXR Stock Holding History

Albion Financial Group’s Portfolio EXR Stock Details EXR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-18	Closed	-$2.19K	–	483
2023 Q3	$2.19K	Buy	+18	New	+$2.42K	﹤0.01%	378

Other funds holding EXR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Albion Financial Group's EXR Position: Q4 2023 in Review

Albion Financial Group sold out of Extra Space Storage (EXR) in Q4 2023, closing a stake of 18 shares — an estimated $2.19K sold.

Albion Financial Group first reported a position in EXR in Q3 2023 and held it in 1 quarter. The position peaked at $2.19K in Q3 2023. 713 funds tracked by Wall St. Rank hold EXR as of Q4 2023.

Albion Financial Group reported no remaining Extra Space Storage position as of Q4 2023 after selling out during the quarter.
Albion Financial Group sold 18 Extra Space Storage shares in Q4 2023, an estimated $2.19K.
Albion Financial Group first reported a position in Extra Space Storage in Q3 2023 and held it in 1 quarter.
Albion Financial Group's Extra Space Storage position peaked at $2.19K in Q3 2023.
713 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2023.

Based on Albion Financial Group's 13F filing for Q4 2023, filed 26 Jan 2024.