Element Pointe Advisors’s Extra Space Storage EXR Stock Holding History

Element Pointe 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
2024 Q4	–	Sell	-1,303	Closed	-$235K	–	71
2024 Q3	$235K	Hold	1,303	–	–	0.06%	63
2024 Q2	$202K	Buy	+1,303	New	+$190K	0.05%	70
2024 Q1	–	Sell	-1,303	Closed	-$209K	–	78
2023 Q4	$209K	Buy	+1,303	New	+$166K	0.05%	78
2023 Q2	–	Sell	-1,303	Closed	-$212K	–	81
2023 Q1	$212K	Buy	+1,303	New	+$205K	0.06%	69
2022 Q4	–	Sell	-1,303	Closed	-$225K	–	76
2022 Q3	$225K	Hold	1,303	–	–	0.13%	56
2022 Q2	$222K	Hold	1,303	–	–	0.09%	62
2022 Q1	$268K	Hold	1,303	–	–	0.09%	74
2021 Q4	$295K	Hold	1,303	–	–	0.09%	88
2021 Q3	$219K	Hold	1,303	–	–	0.07%	97
2021 Q2	$218K	Buy	+1,303	New	+$195K	0.07%	112

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Element Pointe Advisors's EXR Position: Q4 2024 in Review

Element Pointe Advisors sold out of Extra Space Storage (EXR) in Q4 2024, closing a stake of 1,303 shares — an estimated $235K sold.

Element Pointe Advisors first reported a position in EXR in Q2 2021 and held it in 10 quarters. The position peaked at $295K in Q4 2021. 781 funds tracked by Wall St. Rank hold EXR as of Q4 2024.

Element Pointe Advisors reported no remaining Extra Space Storage position as of Q4 2024 after selling out during the quarter.
Element Pointe Advisors sold 1,303 Extra Space Storage shares in Q4 2024, an estimated $235K.
Element Pointe Advisors first reported a position in Extra Space Storage in Q2 2021 and held it in 10 quarters.
Element Pointe Advisors's Extra Space Storage position peaked at $295K in Q4 2021.
781 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2024.

Based on Element Pointe Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.