Benjamin F. Edwards & Company’s Extra Space Storage EXR Stock Holding History

Benjamin F. Edwards & Company’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
2024 Q2	$424K	Buy	2,730 +94	+4%	+$13.7K	0.01%	731
2024 Q1	$387K	Buy	2,636 +64	+2%	+$9.33K	0.01%	712
2023 Q4	$412K	Buy	+2,572	New	+$327K	0.01%	684
2016 Q1	–	Sell	-202	Closed	-$18K	–	1127
2015 Q4	$18K	Buy	202 +2	+1%	+$164	﹤0.01%	718
2015 Q3	$15K	Hold	200	–	–	﹤0.01%	781
2015 Q2	$13K	Hold	200	–	–	﹤0.01%	871
2015 Q1	$14K	Hold	200	–	–	﹤0.01%	830
2014 Q4	$12K	Hold	200	–	–	﹤0.01%	761
2014 Q3	$10K	Buy	+200	New	+$10.6K	﹤0.01%	770

Other funds holding EXR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Benjamin F. Edwards & Company's EXR Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Extra Space Storage (EXR) stake by 3.6% in Q2 2024, buying an estimated $13.7K and bringing the position to 2,730 shares worth $424K. The position accounts for 0.01% of the portfolio, ranked #731.

Benjamin F. Edwards & Company first reported a position in EXR in Q3 2014 and has held it in 9 quarters since. 751 funds tracked by Wall St. Rank hold EXR as of Q2 2024.

Benjamin F. Edwards & Company held 2,730 shares of Extra Space Storage worth $424K as of Q2 2024.
Benjamin F. Edwards & Company bought 94 Extra Space Storage shares in Q2 2024, an estimated $13.7K.
Extra Space Storage made up 0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #731 holding.
Benjamin F. Edwards & Company first reported a position in Extra Space Storage in Q3 2014 and has held it in 9 quarters since.
751 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.