Fund Management at Engine No 1’s Extra Space Storage EXR Stock Holding History

Fund Management at Engine No 1’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 Q4	–	Sell	-3,021	Closed	-$367K	–	155
2023 Q3	$367K	Buy	3,021 +1,263	+72%	+$170K	0.06%	293
2023 Q2	$262K	Buy	1,758 +134	+8%	+$20.2K	0.05%	356
2023 Q1	$265K	Buy	1,624 +150	+10%	+$23.6K	0.05%	333
2022 Q4	$217K	Buy	1,474 +186	+14%	+$29.7K	0.05%	341
2022 Q3	$222K	Sell	1,288 -67	-5%	-$12.7K	0.07%	283
2022 Q2	$231K	Buy	1,355 +222	+20%	+$41.1K	0.06%	307
2022 Q1	$233K	Buy	+1,133	New	+$225K	0.06%	314

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fund Management at Engine No 1's EXR Position: Q4 2023 in Review

Fund Management at Engine No 1 sold out of Extra Space Storage (EXR) in Q4 2023, closing a stake of 3,021 shares — an estimated $367K sold.

Fund Management at Engine No 1 first reported a position in EXR in Q1 2022 and held it in 7 quarters. The position peaked at $367K in Q3 2023. 713 funds tracked by Wall St. Rank hold EXR as of Q4 2023.

Fund Management at Engine No 1 reported no remaining Extra Space Storage position as of Q4 2023 after selling out during the quarter.
Fund Management at Engine No 1 sold 3,021 Extra Space Storage shares in Q4 2023, an estimated $367K.
Fund Management at Engine No 1 first reported a position in Extra Space Storage in Q1 2022 and held it in 7 quarters.
Fund Management at Engine No 1's Extra Space Storage position peaked at $367K in Q3 2023.
713 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2023.

Based on Fund Management at Engine No 1's 13F filing for Q4 2023.