Capital Fund Management (CFM)
EXR icon

Capital Fund Management (CFM)’s Extra Space Storage EXR Stock Holding History

Capital Fund Management (CFM)’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 		– Sell
-18,400
Closed -$2.7M – 1962
2024
Q1 		$2.7M Sell
18,400
-15,200
-45% -$2.22M 0.01% 1308
2023
Q4 		$5.39M Buy
33,600
+19,200
+133% +$2.44M 0.01% 1052
2023
Q3 		$1.75M Buy
+14,400
New +$1.93M 0.01% 1424
2022
Q1 		– Sell
-14,200
Closed -$3.22M – 1547
2021
Q4 		$3.22M Buy
+14,200
New +$2.81M 0.02% 819
2020
Q1 		– Sell
-8,200
Closed -$866K – 1700
2019
Q4 		$866K Buy
+8,200
New +$894K 0.01% 1141
2018
Q3 		– Sell
-11,800
Closed -$1.18M – 2054
2018
Q2 		$1.18M Buy
11,800
+9,500
+413% +$884K 0.01% 1271
2018
Q1 		$201K Buy
+2,300
New +$193K ﹤0.01% 1768

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State Street
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Capital World Investors
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Principal Financial Group
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Geode Capital Management
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return