Financial Gravity Asset Management’s Extra Space Storage EXR Stock Holding History

Financial Gravity Asset 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	-4	Closed	-$593	–	1772
2024 Q1	$593	Buy	+4	New	+$583	﹤0.01%	1337
2022 Q4	–	Sell	-2,768	Closed	-$2.29K	–	1466
2022 Q3	$2.29K	Buy	+2,768	New	+$523K	0.08%	257
2022 Q1	–	Sell	-908	Closed	-$73	–	940
2021 Q4	$73	Buy	+908	New	+$180K	﹤0.01%	691
2019 Q4	–	Sell	-30	Closed	-$4K	–	1473
2019 Q3	$4K	Buy	+30	New	+$3.47K	﹤0.01%	735
2019 Q2	–	Sell	-33	Closed	-$3K	–	1366
2019 Q1	$3K	Buy	+33	New	+$3.17K	﹤0.01%	827
2018 Q3	–	Sell	-116	Closed	-$11K	–	1468
2018 Q2	$11K	Buy	116 +108	+1,350%	+$10.1K	0.01%	546
2018 Q1	$1K	Buy	+8	New	+$673	﹤0.01%	1129

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Financial Gravity Asset Management's EXR Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Extra Space Storage (EXR) in Q2 2024, closing a stake of 4 shares — an estimated $593 sold.

Financial Gravity Asset Management first reported a position in EXR in Q1 2018 and held it in 7 quarters. The position peaked at $11K in Q2 2018. 750 funds tracked by Wall St. Rank hold EXR as of Q2 2024.

Financial Gravity Asset Management reported no remaining Extra Space Storage position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 4 Extra Space Storage shares in Q2 2024, an estimated $593.
Financial Gravity Asset Management first reported a position in Extra Space Storage in Q1 2018 and held it in 7 quarters.
Financial Gravity Asset Management's Extra Space Storage position peaked at $11K in Q2 2018.
750 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.