Avior Wealth Management’s Extra Space Storage EXR Stock Holding History

Avior Wealth Management’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	-42	Closed	-$6.28K	–	1260
2024 Q4	$6.28K	Buy	42 +7	+20%	+$1.15K	﹤0.01%	1785
2024 Q3	$6.31K	Buy	35 +9	+35%	+$1.52K	﹤0.01%	1699
2024 Q2	$4.04K	Sell	26 -74	-74%	-$10.8K	﹤0.01%	1785
2024 Q1	$14.7K	Buy	+100	New	+$14.6K	﹤0.01%	1719
2021 Q4	–	Sell	-6	Closed	-$1K	–	1129
2021 Q3	$1K	Hold	6	–	–	﹤0.01%	993
2021 Q2	$0	Hold	6	–	–	﹤0.01%	1067
2021 Q1	$0	Buy	+6	New	+$726	﹤0.01%	1050

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

Avior Wealth Management's EXR Position: Q1 2025 in Review

Avior Wealth Management sold out of Extra Space Storage (EXR) in Q1 2025, closing a stake of 42 shares — an estimated $6.28K sold.

Avior Wealth Management first reported a position in EXR in Q1 2021 and held it in 7 quarters. The position peaked at $14.7K in Q1 2024. 800 funds tracked by Wall St. Rank hold EXR as of Q1 2025.

Avior Wealth Management reported no remaining Extra Space Storage position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 42 Extra Space Storage shares in Q1 2025, an estimated $6.28K.
Avior Wealth Management first reported a position in Extra Space Storage in Q1 2021 and held it in 7 quarters.
Avior Wealth Management's Extra Space Storage position peaked at $14.7K in Q1 2024.
800 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.