AG
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Appleton Group’s Extra Space Storage EXR Stock Holding History

Appleton 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
Q2 		– Sell
-1,787
Closed -$291K – 41
2023
Q1 		$291K Buy
+1,787
New +$281K 0.57% 23
2022
Q1 		– Sell
-2,685
Closed -$609K – 48
2021
Q4 		$609K Sell
2,685
-279
-9% -$55.3K 0.61% 17
2021
Q3 		$498K Hold
2,964
– – 0.43% 16
2021
Q2 		$486K Hold
2,964
– – 0.37% 21
2021
Q1 		$393K Buy
+2,964
New +$359K 0.51% 22

Other funds holding EXR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Appleton Group's EXR Position: Q2 2023 in Review

Appleton Group sold out of Extra Space Storage (EXR) in Q2 2023, closing a stake of 1,787 shares — an estimated $291K sold.

Appleton Group first reported a position in EXR in Q1 2021 and held it in 5 quarters. The position peaked at $609K in Q4 2021. 579 funds tracked by Wall St. Rank hold EXR as of Q2 2023.

  • Appleton Group reported no remaining Extra Space Storage position as of Q2 2023 after selling out during the quarter.
  • Appleton Group sold 1,787 Extra Space Storage shares in Q2 2023, an estimated $291K.
  • Appleton Group first reported a position in Extra Space Storage in Q1 2021 and held it in 5 quarters.
  • Appleton Group's Extra Space Storage position peaked at $609K in Q4 2021.
  • 579 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2023.

Based on Appleton Group's 13F filing for Q2 2023, filed 3 Aug 2023.