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Buckingham Strategic Wealth’s Extra Space Storage EXR Stock Holding History

Buckingham Strategic Wealth’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 		$276K Buy
1,778
+6
+0.3% +$875 ﹤0.01% 620
2024
Q1 		$260K Sell
1,772
-170
-9% -$24.8K ﹤0.01% 628
2023
Q4 		$311K Sell
1,942
-177
-8% -$22.5K ﹤0.01% 563
2023
Q3 		$258K Buy
2,119
+674
+47% +$90.5K ﹤0.01% 563
2023
Q2 		$215K Sell
1,445
-166
-10% -$25K ﹤0.01% 620
2023
Q1 		$237K Hold
1,611
– – ﹤0.01% 528
2022
Q4 		$237K Sell
1,611
-239
-13% -$38.2K ﹤0.01% 530
2022
Q3 		$320K Hold
1,850
– – 0.01% 453
2022
Q2 		$315K Buy
1,850
+157
+9% +$29.1K 0.01% 458
2022
Q1 		$348K Sell
1,693
-284
-14% -$56.5K 0.01% 430
2021
Q4 		$448K Sell
1,977
-71
-3% -$14.1K 0.01% 389
2021
Q3 		$344K Sell
2,048
-87
-4% -$15.4K 0.01% 430
2021
Q2 		$350K Buy
2,135
+104
+5% +$15.6K 0.01% 433
2021
Q1 		$269K Hold
2,031
– – 0.01% 457
2020
Q4 		$235K Buy
+2,031
New +$231K 0.01% 471

Other funds holding EXR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Buckingham Strategic Wealth's EXR Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Extra Space Storage (EXR) stake by 0.34% in Q2 2024, buying an estimated $875 and bringing the position to 1,778 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

Buckingham Strategic Wealth first reported a position in EXR in Q4 2020 and has held it in 15 quarters since. The position peaked at $448K in Q4 2021. 750 funds tracked by Wall St. Rank hold EXR as of Q2 2024.

  • Buckingham Strategic Wealth held 1,778 shares of Extra Space Storage worth $276K as of Q2 2024.
  • Buckingham Strategic Wealth bought 6 Extra Space Storage shares in Q2 2024, an estimated $875.
  • Extra Space Storage made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #620 holding.
  • Buckingham Strategic Wealth first reported a position in Extra Space Storage in Q4 2020 and has held it in 15 quarters since.
  • Buckingham Strategic Wealth's Extra Space Storage position peaked at $448K in Q4 2021.
  • 750 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.