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

Avitas 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
2022 Q4	–	Sell	-8,081	Closed	-$1.4M	–	191
2022 Q3	$1.4M	Buy	8,081 +128	+2%	+$24.2K	0.32%	92
2022 Q2	$1.35M	Buy	+7,953	New	+$1.47M	0.3%	107
2020 Q1	–	Sell	-14,998	Closed	-$1.58M	–	144
2019 Q4	$1.58M	Buy	14,998 +82	+0.5%	+$8.94K	0.41%	92
2019 Q3	$1.74M	Buy	14,916 +213	+1%	+$24.6K	0.48%	88
2019 Q2	$1.56M	Sell	14,703 -20	-0.1%	-$2.1K	0.43%	95
2019 Q1	$1.5M	Buy	14,723 +158	+1%	+$15.2K	0.44%	88
2018 Q4	$1.32M	Buy	+14,565	New	+$1.32M	0.43%	90

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Avitas Wealth Management's EXR Position: Q4 2022 in Review

Avitas Wealth Management sold out of Extra Space Storage (EXR) in Q4 2022, closing a stake of 8,081 shares — an estimated $1.4M sold.

Avitas Wealth Management first reported a position in EXR in Q4 2018 and held it in 7 quarters. The position peaked at $1.74M in Q3 2019. 589 funds tracked by Wall St. Rank hold EXR as of Q4 2022.

Avitas Wealth Management reported no remaining Extra Space Storage position as of Q4 2022 after selling out during the quarter.
Avitas Wealth Management sold 8,081 Extra Space Storage shares in Q4 2022, an estimated $1.4M.
Avitas Wealth Management first reported a position in Extra Space Storage in Q4 2018 and held it in 7 quarters.
Avitas Wealth Management's Extra Space Storage position peaked at $1.74M in Q3 2019.
589 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2022.

Based on Avitas Wealth Management's 13F filing for Q4 2022, filed 10 Jan 2023.