FIM
EXR icon

Freedom Investment Management’s Extra Space Storage EXR Stock Holding History

Freedom 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
Q4 		– Sell
-1,206
Closed -$217K – 772
2024
Q3 		$217K Sell
1,206
-151
-11% -$25.5K 0.02% 693
2024
Q2 		$211K Sell
1,357
-738
-35% -$108K 0.02% 705
2024
Q1 		$308K Buy
+2,095
New +$305K 0.02% 597
2022
Q4 		– Sell
-2,229
Closed -$385K – 732
2022
Q3 		$385K Buy
+2,229
New +$422K 0.04% 494

Other funds holding EXR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $187B AUM 18.48% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Freedom Investment Management's EXR Position: Q4 2024 in Review

Freedom Investment Management sold out of Extra Space Storage (EXR) in Q4 2024, closing a stake of 1,206 shares — an estimated $217K sold.

Freedom Investment Management first reported a position in EXR in Q3 2022 and held it in 4 quarters. The position peaked at $385K in Q3 2022. 781 funds tracked by Wall St. Rank hold EXR as of Q4 2024.

  • Freedom Investment Management reported no remaining Extra Space Storage position as of Q4 2024 after selling out during the quarter.
  • Freedom Investment Management sold 1,206 Extra Space Storage shares in Q4 2024, an estimated $217K.
  • Freedom Investment Management first reported a position in Extra Space Storage in Q3 2022 and held it in 4 quarters.
  • Freedom Investment Management's Extra Space Storage position peaked at $385K in Q3 2022.
  • 781 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2024.

Based on Freedom Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.