Cassady Schiller Wealth Management’s Extra Space Storage EXR Stock Holding History

Cassady Schiller Wealth Management’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 Q4	$1.05K	Buy	+7	New	+$1.15K	﹤0.01%	777

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cassady Schiller Wealth Management's EXR Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Extra Space Storage (EXR) in Q4 2024: 7 shares worth $1.05K. The stake represents ﹤0.01% of the portfolio and ranks #777 among its holdings.

781 funds tracked by Wall St. Rank hold EXR as of Q4 2024.

Cassady Schiller Wealth Management held 7 shares of Extra Space Storage worth $1.05K as of Q4 2024.
Extra Space Storage was a new Cassady Schiller Wealth Management position in Q4 2024.
Extra Space Storage made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #777 holding.
781 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.