Delos Wealth Advisors’s Extra Space Storage EXR Stock Holding History

Delos Wealth 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
2023 Q4	–	Sell	-45	Closed	-$5.79K	–	358
2023 Q3	$5.79K	Hold	45	–	–	0.01%	155
2023 Q2	$6.7K	Hold	45	–	–	0.01%	151
2023 Q1	$7.33K	Hold	45	–	–	0.01%	146
2022 Q4	$6.62K	Hold	45	–	–	0.01%	163
2022 Q3	$8K	Hold	45	–	–	0.01%	147
2022 Q2	$8K	Hold	45	–	–	0.01%	151
2022 Q1	$9K	Hold	45	–	–	0.01%	171
2021 Q4	$10K	Buy	+45	New	+$8.92K	0.01%	208

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Delos Wealth Advisors's EXR Position: Q4 2023 in Review

Delos Wealth Advisors sold out of Extra Space Storage (EXR) in Q4 2023, closing a stake of 45 shares — an estimated $5.79K sold.

Delos Wealth Advisors first reported a position in EXR in Q4 2021 and held it in 8 quarters. The position peaked at $10K in Q4 2021. 713 funds tracked by Wall St. Rank hold EXR as of Q4 2023.

Delos Wealth Advisors reported no remaining Extra Space Storage position as of Q4 2023 after selling out during the quarter.
Delos Wealth Advisors sold 45 Extra Space Storage shares in Q4 2023, an estimated $5.79K.
Delos Wealth Advisors first reported a position in Extra Space Storage in Q4 2021 and held it in 8 quarters.
Delos Wealth Advisors's Extra Space Storage position peaked at $10K in Q4 2021.
713 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2023.

Based on Delos Wealth Advisors's 13F filing for Q4 2023, filed 7 Feb 2024.