Alta Advisers’s Extra Space Storage EXR Stock Holding History

Alta Advisers’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
2024 Q4	–	Sell	-500	Closed	-$90.1K	–	248
2024 Q3	$90.1K	Hold	500	–	–	0.04%	318
2024 Q2	$77.7K	Hold	500	–	–	0.04%	312
2024 Q1	$73.5K	Hold	500	–	–	0.04%	330
2023 Q4	$80.2K	Hold	500	–	–	0.04%	307
2023 Q3	$60.8K	Hold	500	–	–	0.04%	342
2023 Q2	$74.4K	Hold	500	–	–	0.04%	314
2023 Q1	$81.5K	Hold	500	–	–	0.05%	290
2022 Q4	$74K	Hold	500	–	–	0.04%	307
2022 Q3	$86K	Buy	+500	New	+$94.6K	0.05%	232

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Alta Advisers's EXR Position: Q4 2024 in Review

Alta Advisers sold out of Extra Space Storage (EXR) in Q4 2024, closing a stake of 500 shares — an estimated $90.1K sold.

Alta Advisers first reported a position in EXR in Q3 2022 and held it in 9 quarters. The position peaked at $90.1K in Q3 2024. 781 funds tracked by Wall St. Rank hold EXR as of Q4 2024.

Alta Advisers reported no remaining Extra Space Storage position as of Q4 2024 after selling out during the quarter.
Alta Advisers sold 500 Extra Space Storage shares in Q4 2024, an estimated $90.1K.
Alta Advisers first reported a position in Extra Space Storage in Q3 2022 and held it in 9 quarters.
Alta Advisers's Extra Space Storage position peaked at $90.1K in Q3 2024.
781 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2024.

Based on Alta Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.