B. Riley Wealth Advisors’s Extra Space Storage EXR Stock Holding History

B. Riley Wealth Advisors’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	-1,245	Closed	-$203K	–	1571
2023 Q1	$203K	Buy	+1,245	New	+$196K	0.01%	1294
2022 Q4	–	Sell	-1,823	Closed	-$315K	–	1521
2022 Q3	$315K	Buy	+1,823	New	+$345K	0.01%	976
2016 Q3	–	Sell	-3,381	Closed	-$313K	–	624
2016 Q2	$313K	Buy	3,381 +50	+2%	+$4.52K	0.06%	383
2016 Q1	$311K	Buy	3,331 +143	+4%	+$12.4K	0.07%	342
2015 Q4	$282K	Sell	3,188 -166	-5%	-$13.6K	0.06%	384
2015 Q3	$259K	Buy	3,354 +85	+3%	+$6.22K	0.06%	399
2015 Q2	$214K	Sell	3,269 -386	-11%	-$26.2K	0.05%	432
2015 Q1	$247K	Sell	3,655 -136	-4%	-$8.92K	0.06%	411
2014 Q4	$222	Buy	+3,791	New	+$217K	﹤0.01%	1329
2014 Q3	–	Sell	-713	Closed	-$38K	–	1048
2014 Q2	$38K	Buy	+713	New	+$36.8K	0.01%	1151

Other funds holding EXR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

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

AAMU

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

Norges Bank Oslo, Norway $935B AUM

B. Riley Wealth Advisors's EXR Position: Q2 2023 in Review

B. Riley Wealth Advisors sold out of Extra Space Storage (EXR) in Q2 2023, closing a stake of 1,245 shares — an estimated $203K sold.

B. Riley Wealth Advisors first reported a position in EXR in Q2 2014 and held it in 10 quarters. The position peaked at $315K in Q3 2022. 578 funds tracked by Wall St. Rank hold EXR as of Q2 2023.

B. Riley Wealth Advisors reported no remaining Extra Space Storage position as of Q2 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 1,245 Extra Space Storage shares in Q2 2023, an estimated $203K.
B. Riley Wealth Advisors first reported a position in Extra Space Storage in Q2 2014 and held it in 10 quarters.
B. Riley Wealth Advisors's Extra Space Storage position peaked at $315K in Q3 2022.
578 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.