Caldwell Sutter Capital’s Extra Space Storage EXR Stock Holding History

Caldwell Sutter Capital’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 Q1	–	Sell	-21	Closed	-$3.37K	–	942
2023 Q4	$3.37K	Hold	21	–	–	﹤0.01%	683
2023 Q3	$2.55K	Sell	21 -100	-83%	-$13.4K	﹤0.01%	696
2023 Q2	$18K	Buy	+121	New	+$18.2K	0.01%	457

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Caldwell Sutter Capital's EXR Position: Q1 2024 in Review

Caldwell Sutter Capital sold out of Extra Space Storage (EXR) in Q1 2024, closing a stake of 21 shares — an estimated $3.37K sold.

Caldwell Sutter Capital first reported a position in EXR in Q2 2023 and held it in 3 quarters. The position peaked at $18K in Q2 2023. 707 funds tracked by Wall St. Rank hold EXR as of Q1 2024.

Caldwell Sutter Capital reported no remaining Extra Space Storage position as of Q1 2024 after selling out during the quarter.
Caldwell Sutter Capital sold 21 Extra Space Storage shares in Q1 2024, an estimated $3.37K.
Caldwell Sutter Capital first reported a position in Extra Space Storage in Q2 2023 and held it in 3 quarters.
Caldwell Sutter Capital's Extra Space Storage position peaked at $18K in Q2 2023.
707 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2024.

Based on Caldwell Sutter Capital's 13F filing for Q1 2024, filed 19 Apr 2024.