Cetera Advisors’s Extra Space Storage EXR Stock Holding History

Cetera Advisors’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	$410K	Buy	+2,790	New	+$407K	﹤0.01%	1735
2022 Q3	–	Sell	-1,251	Closed	-$213K	–	1382
2022 Q2	$213K	Buy	1,251 +21	+2%	+$3.89K	﹤0.01%	1207
2022 Q1	$253K	Sell	1,230 -127	-9%	-$25.3K	0.01%	1189
2021 Q4	$308K	Buy	+1,357	New	+$269K	0.01%	1104
2018 Q4	–	Sell	-4,096	Closed	-$352K	–	884
2018 Q3	$352K	Buy	4,096 +161	+4%	+$14.9K	0.02%	674
2018 Q2	$387K	Buy	+3,935	New	+$366K	0.02%	586
2018 Q1	–	Sell	-3,155	Closed	-$274K	–	814
2017 Q4	$274K	Buy	+3,155	New	+$266K	0.02%	611

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

Cetera Advisors's EXR Position: Q1 2024 in Review

Cetera Advisors opened a new position in Extra Space Storage (EXR) in Q1 2024: 2,790 shares worth $410K. The stake represents ﹤0.01% of the portfolio and ranks #1735 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in EXR as recently as Q2 2022.

Cetera Advisors first reported a position in EXR in Q4 2017 and has held it in 7 quarters since. 707 funds tracked by Wall St. Rank hold EXR as of Q1 2024.

Cetera Advisors held 2,790 shares of Extra Space Storage worth $410K as of Q1 2024.
Extra Space Storage was a new Cetera Advisors position in Q1 2024.
Extra Space Storage made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1735 holding.
Cetera Advisors first reported a position in Extra Space Storage in Q4 2017 and has held it in 7 quarters since.
707 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.