Altshuler Shaham’s Extra Space Storage EXR Stock Holding History

Altshuler Shaham’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 Q1	–	Sell	-1,948	Closed	-$312K	–	329
2023 Q4	$312K	Buy	+1,948	New	+$248K	0.02%	73
2022 Q2	–	Sell	-28	Closed	-$6K	–	484
2022 Q1	$6K	Sell	28 -8	-22%	-$1.59K	﹤0.01%	492
2021 Q4	$8K	Sell	36 -5	-12%	-$991	﹤0.01%	504
2021 Q3	$7K	Buy	+41	New	+$7.25K	﹤0.01%	487
2020 Q4	–	Sell	-357	Closed	-$38K	–	413
2020 Q3	$38K	Buy	+357	New	+$36.9K	﹤0.01%	257
2019 Q4	–	Sell	-54	Closed	-$6K	–	537
2019 Q3	$6K	Buy	54 +42	+350%	+$4.86K	﹤0.01%	350
2019 Q2	$1K	Buy	+12	New	+$1.26K	﹤0.01%	333

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Altshuler Shaham's EXR Position: Q1 2024 in Review

Altshuler Shaham sold out of Extra Space Storage (EXR) in Q1 2024, closing a stake of 1,948 shares — an estimated $312K sold.

Altshuler Shaham first reported a position in EXR in Q2 2019 and held it in 7 quarters. The position peaked at $312K in Q4 2023. 707 funds tracked by Wall St. Rank hold EXR as of Q1 2024.

Altshuler Shaham reported no remaining Extra Space Storage position as of Q1 2024 after selling out during the quarter.
Altshuler Shaham sold 1,948 Extra Space Storage shares in Q1 2024, an estimated $312K.
Altshuler Shaham first reported a position in Extra Space Storage in Q2 2019 and held it in 7 quarters.
Altshuler Shaham's Extra Space Storage position peaked at $312K in Q4 2023.
707 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2024.

Based on Altshuler Shaham's 13F filing for Q1 2024, filed 15 May 2024.