CreativeOne Wealth’s Extra Space Storage EXR Stock Holding History

CreativeOne 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	–	Sell	-3,422	Closed	-$549K	–	884
2023 Q4	$549K	Buy	+3,422	New	+$435K	0.04%	348

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

CreativeOne Wealth's EXR Position: Q1 2024 in Review

CreativeOne Wealth sold out of Extra Space Storage (EXR) in Q1 2024, closing a stake of 3,422 shares — an estimated $549K sold.

CreativeOne Wealth first reported a position in EXR in Q4 2023 and held it in 1 quarter. The position peaked at $549K in Q4 2023. 707 funds tracked by Wall St. Rank hold EXR as of Q1 2024.

CreativeOne Wealth reported no remaining Extra Space Storage position as of Q1 2024 after selling out during the quarter.
CreativeOne Wealth sold 3,422 Extra Space Storage shares in Q1 2024, an estimated $549K.
CreativeOne Wealth first reported a position in Extra Space Storage in Q4 2023 and held it in 1 quarter.
CreativeOne Wealth's Extra Space Storage position peaked at $549K in Q4 2023.
707 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2024.

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