Capital Advisory Group Advisory Services’s Extra Space Storage EXR Stock Holding History

Capital Advisory Group Advisory Services’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	-1,620	Closed	-$264K	–	102
2023 Q1	$264K	Sell	1,620 -35	-2%	-$5.5K	0.16%	125
2022 Q4	$244K	Hold	1,655	–	–	0.17%	116
2022 Q3	$286K	Hold	1,655	–	–	0.2%	104
2022 Q2	$290K	Hold	1,655	–	–	0.17%	110
2022 Q1	$340K	Sell	1,655 -150	-8%	-$29.8K	0.16%	117
2021 Q4	$409K	Buy	1,805 +35	+2%	+$6.94K	0.18%	109
2021 Q3	$297K	Buy	1,770 +100	+6%	+$17.7K	0.11%	157
2021 Q2	$274K	Sell	1,670 -100	-6%	-$15K	0.1%	162
2021 Q1	$235K	Buy	1,770 +100	+6%	+$12.1K	0.09%	168
2020 Q4	$193K	Buy	+1,670	New	+$190K	0.08%	188
2019 Q2	–	Sell	-36	Closed	-$4K	–	431
2019 Q1	$4K	Hold	36	–	–	﹤0.01%	332
2018 Q4	$3K	Buy	+36	New	+$3.27K	﹤0.01%	326

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

Capital Advisory Group Advisory Services's EXR Position: Q2 2023 in Review

Capital Advisory Group Advisory Services sold out of Extra Space Storage (EXR) in Q2 2023, closing a stake of 1,620 shares — an estimated $264K sold.

Capital Advisory Group Advisory Services first reported a position in EXR in Q4 2018 and held it in 12 quarters. The position peaked at $409K in Q4 2021. 578 funds tracked by Wall St. Rank hold EXR as of Q2 2023.

Capital Advisory Group Advisory Services reported no remaining Extra Space Storage position as of Q2 2023 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 1,620 Extra Space Storage shares in Q2 2023, an estimated $264K.
Capital Advisory Group Advisory Services first reported a position in Extra Space Storage in Q4 2018 and held it in 12 quarters.
Capital Advisory Group Advisory Services's Extra Space Storage position peaked at $409K in Q4 2021.
578 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2023.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2023, filed 14 Jul 2023.