Concord Wealth Partners’s Extra Space Storage EXR Stock Holding History

Concord Wealth Partners’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 Q3	–	Sell	-17	Closed	-$2.64K	–	977
2024 Q2	$2.64K	Buy	+17	New	+$2.48K	﹤0.01%	641
2021 Q2	–	Sell	-3	Closed	–	–	1067
2021 Q1	$0	Buy	+3	New	+$363	﹤0.01%	1016

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

Concord Wealth Partners's EXR Position: Q3 2024 in Review

Concord Wealth Partners sold out of Extra Space Storage (EXR) in Q3 2024, closing a stake of 17 shares — an estimated $2.64K sold.

Concord Wealth Partners first reported a position in EXR in Q1 2021 and held it in 2 quarters. The position peaked at $2.64K in Q2 2024. 768 funds tracked by Wall St. Rank hold EXR as of Q3 2024.

Concord Wealth Partners reported no remaining Extra Space Storage position as of Q3 2024 after selling out during the quarter.
Concord Wealth Partners sold 17 Extra Space Storage shares in Q3 2024, an estimated $2.64K.
Concord Wealth Partners first reported a position in Extra Space Storage in Q1 2021 and held it in 2 quarters.
Concord Wealth Partners's Extra Space Storage position peaked at $2.64K in Q2 2024.
768 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2024.

Based on Concord Wealth Partners's 13F filing for Q3 2024, filed 24 Oct 2024.