Bartlett & Co’s Extra Space Storage EXR Stock Holding History

Bartlett & Co’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 Q4	$239K	Hold	1,476	–	–	﹤0.01%	446
2023 Q3	$179K	Buy	+1,476	New	+$198K	﹤0.01%	463

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bartlett & Co's EXR Position: Q4 2023 in Review

Bartlett & Co held its Extra Space Storage (EXR) position steady in Q4 2023 at 1,476 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

Bartlett & Co first reported a position in EXR in Q3 2023 and has held it in 2 quarters since. 713 funds tracked by Wall St. Rank hold EXR as of Q4 2023.

Bartlett & Co held 1,476 shares of Extra Space Storage worth $239K as of Q4 2023.
Bartlett & Co left its Extra Space Storage share count unchanged in Q4 2023.
Extra Space Storage made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #446 holding.
Bartlett & Co first reported a position in Extra Space Storage in Q3 2023 and has held it in 2 quarters since.
713 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.