Avantax Planning Partners’s Extra Space Storage EXR Stock Holding History

Avantax Planning Partners’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
2025 Q1	–	Sell	-1,666	Closed	-$249K	–	440
2024 Q4	$249K	Hold	1,666	–	–	0.01%	370
2024 Q3	$300K	Sell	1,666 -6	-0.4%	-$1.01K	0.01%	333
2024 Q2	$260K	Hold	1,672	–	–	0.01%	386
2024 Q1	$246K	Buy	+1,672	New	+$244K	0.01%	404
2018 Q2	–	Sell	-14	Closed	-$1K	–	619
2018 Q1	$1K	Buy	+14	New	+$1.18K	﹤0.01%	1700

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Avantax Planning Partners's EXR Position: Q1 2025 in Review

Avantax Planning Partners sold out of Extra Space Storage (EXR) in Q1 2025, closing a stake of 1,666 shares — an estimated $249K sold.

Avantax Planning Partners first reported a position in EXR in Q1 2018 and held it in 5 quarters. The position peaked at $300K in Q3 2024. 800 funds tracked by Wall St. Rank hold EXR as of Q1 2025.

Avantax Planning Partners reported no remaining Extra Space Storage position as of Q1 2025 after selling out during the quarter.
Avantax Planning Partners sold 1,666 Extra Space Storage shares in Q1 2025, an estimated $249K.
Avantax Planning Partners first reported a position in Extra Space Storage in Q1 2018 and held it in 5 quarters.
Avantax Planning Partners's Extra Space Storage position peaked at $300K in Q3 2024.
800 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2025.

Based on Avantax Planning Partners's 13F filing for Q1 2025, filed 29 Apr 2025.