Atom Investors’s Extra Space Storage EXR Stock Holding History

Atom Investors’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 Q3	–	Sell	-2,066	Closed	-$321K	–	512
2024 Q2	$321K	Buy	+2,066	New	+$301K	0.03%	370
2021 Q1	–	Sell	-1,775	Closed	-$206K	–	304
2020 Q4	$206K	Sell	1,775 -306	-15%	-$34.8K	0.02%	315
2020 Q3	$223K	Buy	+2,081	New	+$215K	0.02%	334
2019 Q2	–	Sell	-1,981	Closed	-$202K	–	473
2019 Q1	$202K	Sell	1,981 -10,768	-84%	-$1.03M	0.02%	482
2018 Q4	$1.15M	Buy	+12,749	New	+$1.16M	0.11%	308

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

Atom Investors's EXR Position: Q3 2024 in Review

Atom Investors sold out of Extra Space Storage (EXR) in Q3 2024, closing a stake of 2,066 shares — an estimated $321K sold.

Atom Investors first reported a position in EXR in Q4 2018 and held it in 5 quarters. The position peaked at $1.15M in Q4 2018. 768 funds tracked by Wall St. Rank hold EXR as of Q3 2024.

Atom Investors reported no remaining Extra Space Storage position as of Q3 2024 after selling out during the quarter.
Atom Investors sold 2,066 Extra Space Storage shares in Q3 2024, an estimated $321K.
Atom Investors first reported a position in Extra Space Storage in Q4 2018 and held it in 5 quarters.
Atom Investors's Extra Space Storage position peaked at $1.15M in Q4 2018.
768 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2024.

Based on Atom Investors's 13F filing for Q3 2024, filed 14 Nov 2024.