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Financial Advocates Investment Management’s Extra Space Storage EXR Stock Holding History

Financial Advocates Investment 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
-2,289
Closed -$337K – 765
2024
Q1 		$337K Buy
2,289
+412
+22% +$60.1K 0.02% 553
2023
Q4 		$301K Buy
+1,877
New +$239K 0.02% 554

Other funds holding EXR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $204B AUM 27.99% 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

Financial Advocates Investment Management's EXR Position: Q2 2024 in Review

Financial Advocates Investment Management sold out of Extra Space Storage (EXR) in Q2 2024, closing a stake of 2,289 shares — an estimated $337K sold.

Financial Advocates Investment Management first reported a position in EXR in Q4 2023 and held it in 2 quarters. The position peaked at $337K in Q1 2024. 751 funds tracked by Wall St. Rank hold EXR as of Q2 2024.

  • Financial Advocates Investment Management reported no remaining Extra Space Storage position as of Q2 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,289 Extra Space Storage shares in Q2 2024, an estimated $337K.
  • Financial Advocates Investment Management first reported a position in Extra Space Storage in Q4 2023 and held it in 2 quarters.
  • Financial Advocates Investment Management's Extra Space Storage position peaked at $337K in Q1 2024.
  • 751 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2024.

Based on Financial Advocates Investment Management's 13F filing for Q2 2024, filed 29 Jul 2024.