Coppell Advisory Solutions’s Extra Space Storage EXR Stock Holding History

Coppell Advisory Solutions’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
2025 Q1	–	Sell	-61	Closed	-$8.98K	–	826
2024 Q4	$8.98K	Hold	61	–	–	﹤0.01%	1148
2024 Q3	$10.8K	Hold	61	–	–	﹤0.01%	1056
2024 Q2	$9.48K	Buy	+61	New	+$8.89K	﹤0.01%	1024
2023 Q4	$3.96K	Buy	+25	New	+$3.18K	﹤0.01%	1157

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Coppell Advisory Solutions's EXR Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Extra Space Storage (EXR) in Q1 2025, closing a stake of 61 shares — an estimated $8.98K sold.

Coppell Advisory Solutions first reported a position in EXR in Q4 2023 and held it in 4 quarters. The position peaked at $10.8K in Q3 2024. 800 funds tracked by Wall St. Rank hold EXR as of Q1 2025.

Coppell Advisory Solutions reported no remaining Extra Space Storage position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 61 Extra Space Storage shares in Q1 2025, an estimated $8.98K.
Coppell Advisory Solutions first reported a position in Extra Space Storage in Q4 2023 and held it in 4 quarters.
Coppell Advisory Solutions's Extra Space Storage position peaked at $10.8K in Q3 2024.
800 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.