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Harvest Portfolios Group’s Extra Space Storage EXR Stock Holding History

Harvest Portfolios Group’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
-1,855
Closed -$226K – 220
2023
Q3 		$226K Buy
+1,855
New +$249K 0.01% 207

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Harvest Portfolios Group's EXR Position: Q4 2023 in Review

Harvest Portfolios Group sold out of Extra Space Storage (EXR) in Q4 2023, closing a stake of 1,855 shares — an estimated $226K sold.

Harvest Portfolios Group first reported a position in EXR in Q3 2023 and held it in 1 quarter. The position peaked at $226K in Q3 2023. 713 funds tracked by Wall St. Rank hold EXR as of Q4 2023.

  • Harvest Portfolios Group reported no remaining Extra Space Storage position as of Q4 2023 after selling out during the quarter.
  • Harvest Portfolios Group sold 1,855 Extra Space Storage shares in Q4 2023, an estimated $226K.
  • Harvest Portfolios Group first reported a position in Extra Space Storage in Q3 2023 and held it in 1 quarter.
  • Harvest Portfolios Group's Extra Space Storage position peaked at $226K in Q3 2023.
  • 713 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2023.

Based on Harvest Portfolios Group's 13F filing for Q4 2023, filed 14 Feb 2024.