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Elevatus Welath Management’s Extra Space Storage EXR Stock Holding History

Elevatus Welath Management’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
Q2 		– Sell
-37,826
Closed -$5.56M – 111
2024
Q1 		$5.56M Buy
+37,826
New +$5.52M 2.19% 20

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Elevatus Welath Management's EXR Position: Q2 2024 in Review

Elevatus Welath Management sold out of Extra Space Storage (EXR) in Q2 2024, closing a stake of 37,826 shares — an estimated $5.56M sold.

Elevatus Welath Management first reported a position in EXR in Q1 2024 and held it in 1 quarter. The position peaked at $5.56M in Q1 2024. 750 funds tracked by Wall St. Rank hold EXR as of Q2 2024.

  • Elevatus Welath Management reported no remaining Extra Space Storage position as of Q2 2024 after selling out during the quarter.
  • Elevatus Welath Management sold 37,826 Extra Space Storage shares in Q2 2024, an estimated $5.56M.
  • Elevatus Welath Management first reported a position in Extra Space Storage in Q1 2024 and held it in 1 quarter.
  • Elevatus Welath Management's Extra Space Storage position peaked at $5.56M in Q1 2024.
  • 750 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2024.

Based on Elevatus Welath Management's 13F filing for Q2 2024, filed 14 Aug 2024.