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Demars Financial Group’s Extra Space Storage EXR Stock Holding History

Demars Financial Group’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
-1,726
Closed -$277K – 74
2023
Q4 		$277K Sell
1,726
-25,905
-94% -$3.29M 0.15% 58
2023
Q3 		$3.36M Buy
+27,631
New +$3.71M 1.92% 17

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

Demars Financial Group's EXR Position: Q1 2024 in Review

Demars Financial Group sold out of Extra Space Storage (EXR) in Q1 2024, closing a stake of 1,726 shares — an estimated $277K sold.

Demars Financial Group first reported a position in EXR in Q3 2023 and held it in 2 quarters. The position peaked at $3.36M in Q3 2023. 707 funds tracked by Wall St. Rank hold EXR as of Q1 2024.

  • Demars Financial Group reported no remaining Extra Space Storage position as of Q1 2024 after selling out during the quarter.
  • Demars Financial Group sold 1,726 Extra Space Storage shares in Q1 2024, an estimated $277K.
  • Demars Financial Group first reported a position in Extra Space Storage in Q3 2023 and held it in 2 quarters.
  • Demars Financial Group's Extra Space Storage position peaked at $3.36M in Q3 2023.
  • 707 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2024.

Based on Demars Financial Group's 13F filing for Q1 2024, filed 24 Apr 2024.