First Heartland Consultants’s Extra Space Storage EXR Stock Holding History

First Heartland Consultants’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 Q2	–	Sell	-1,311	Closed	-$214K	–	377
2023 Q1	$214K	Buy	+1,311	New	+$206K	0.03%	337
2022 Q4	–	Sell	-1,319	Closed	-$227	–	380
2022 Q3	$227	Buy	1,319 +4	+0.3%	+$756	0.02%	309
2022 Q2	$223K	Buy	+1,315	New	+$244K	0.03%	306

Other funds holding EXR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

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

AAMU

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

Norges Bank Oslo, Norway $935B AUM

First Heartland Consultants's EXR Position: Q2 2023 in Review

First Heartland Consultants sold out of Extra Space Storage (EXR) in Q2 2023, closing a stake of 1,311 shares — an estimated $214K sold.

First Heartland Consultants first reported a position in EXR in Q2 2022 and held it in 3 quarters. The position peaked at $223K in Q2 2022. 578 funds tracked by Wall St. Rank hold EXR as of Q2 2023.

First Heartland Consultants reported no remaining Extra Space Storage position as of Q2 2023 after selling out during the quarter.
First Heartland Consultants sold 1,311 Extra Space Storage shares in Q2 2023, an estimated $214K.
First Heartland Consultants first reported a position in Extra Space Storage in Q2 2022 and held it in 3 quarters.
First Heartland Consultants's Extra Space Storage position peaked at $223K in Q2 2022.
578 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2023.

Based on First Heartland Consultants's 13F filing for Q2 2023, filed 26 Jul 2023.