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Connectus Wealth’s Extra Space Storage EXR Stock Holding History

Connectus Wealth’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 		$899K Hold
6,115
– – 0.02% 239
2023
Q4 		$980K Hold
6,115
– – 0.02% 331
2023
Q3 		$743K Hold
6,115
– – 0.02% 354
2023
Q2 		$910K Hold
6,115
– – 0.02% 288
2023
Q1 		$996K Hold
6,115
– – 0.02% 284
2022
Q4 		$900K Hold
6,115
– – 0.02% 297
2022
Q3 		$1.06M Hold
6,115
– – 0.02% 329
2022
Q2 		$1.04M Buy
6,115
+71
+1% +$13.2K 0.02% 268
2022
Q1 		$1.38M Buy
+6,044
New +$1.2M 0.04% 200

Other funds holding EXR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Connectus Wealth's EXR Position: Q1 2024 in Review

Connectus Wealth held its Extra Space Storage (EXR) position steady in Q1 2024 at 6,115 shares worth $899K. The position accounts for 0.02% of the portfolio, ranked #239.

Connectus Wealth first reported a position in EXR in Q1 2022 and has held it in 9 quarters since. The position peaked at $1.38M in Q1 2022. 707 funds tracked by Wall St. Rank hold EXR as of Q1 2024.

  • Connectus Wealth held 6,115 shares of Extra Space Storage worth $899K as of Q1 2024.
  • Connectus Wealth left its Extra Space Storage share count unchanged in Q1 2024.
  • Extra Space Storage made up 0.02% of Connectus Wealth's portfolio in Q1 2024, its #239 holding.
  • Connectus Wealth first reported a position in Extra Space Storage in Q1 2022 and has held it in 9 quarters since.
  • Connectus Wealth's Extra Space Storage position peaked at $1.38M in Q1 2022.
  • 707 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.