FinTrust Capital Advisors’s Extra Space Storage EXR Stock Holding History

FinTrust Capital 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 Q3	$28.3K	Hold	157	–	–	﹤0.01%	735
2024 Q2	$24.4K	Buy	157 +32	+26%	+$4.67K	﹤0.01%	720
2024 Q1	$18.4K	Hold	125	–	–	﹤0.01%	749
2023 Q4	$20K	Hold	125	–	–	﹤0.01%	694
2023 Q3	$15.2K	Hold	125	–	–	﹤0.01%	710
2023 Q2	$18.4K	Hold	125	–	–	﹤0.01%	668
2023 Q1	$18.4K	Hold	125	–	–	﹤0.01%	666
2022 Q4	$18.4K	Hold	125	–	–	﹤0.01%	663
2022 Q3	$21K	Hold	125	–	–	0.01%	708
2022 Q2	$22K	Hold	125	–	–	0.01%	714
2022 Q1	$26K	Hold	125	–	–	0.01%	700
2021 Q4	$28K	Buy	+125	New	+$24.8K	0.01%	653
2020 Q2	–	Sell	-234	Closed	-$22K	–	1084
2020 Q1	$22K	Hold	234	–	–	0.01%	599
2019 Q4	$25K	Hold	234	–	–	0.01%	590
2019 Q3	$27K	Hold	234	–	–	0.01%	583
2019 Q2	$25K	Buy	234 +126	+117%	+$13.2K	0.01%	554
2019 Q1	$11K	Buy	108 +90	+500%	+$8.64K	﹤0.01%	754
2018 Q4	$2K	Buy	+18	New	+$1.64K	﹤0.01%	1093

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

FinTrust Capital Advisors's EXR Position: Q3 2024 in Review

FinTrust Capital Advisors held its Extra Space Storage (EXR) position steady in Q3 2024 at 157 shares worth $28.3K. The position accounts for ﹤0.01% of the portfolio, ranked #735.

FinTrust Capital Advisors first reported a position in EXR in Q4 2018 and has held it in 18 quarters since. 768 funds tracked by Wall St. Rank hold EXR as of Q3 2024.

FinTrust Capital Advisors held 157 shares of Extra Space Storage worth $28.3K as of Q3 2024.
FinTrust Capital Advisors left its Extra Space Storage share count unchanged in Q3 2024.
Extra Space Storage made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #735 holding.
FinTrust Capital Advisors first reported a position in Extra Space Storage in Q4 2018 and has held it in 18 quarters since.
768 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.