EWG Elevate’s Extra Space Storage EXR Stock Holding History

EWG Elevate’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 Q1	–	Sell	-3	Closed	-$442	–	277
2022 Q4	$442	Buy	+3	New	+$479	﹤0.01%	753

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EWG Elevate's EXR Position: Q1 2023 in Review

EWG Elevate sold out of Extra Space Storage (EXR) in Q1 2023, closing a stake of 3 shares — an estimated $442 sold.

EWG Elevate first reported a position in EXR in Q4 2022 and held it in 1 quarter. The position peaked at $442 in Q4 2022. 578 funds tracked by Wall St. Rank hold EXR as of Q1 2023.

EWG Elevate reported no remaining Extra Space Storage position as of Q1 2023 after selling out during the quarter.
EWG Elevate sold 3 Extra Space Storage shares in Q1 2023, an estimated $442.
EWG Elevate first reported a position in Extra Space Storage in Q4 2022 and held it in 1 quarter.
EWG Elevate's Extra Space Storage position peaked at $442 in Q4 2022.
578 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.