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

Heck 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
2025 Q1	–	Sell	-5	Closed	-$748	–	430
2024 Q4	$748	Buy	+5	New	+$820	﹤0.01%	732

Other funds holding EXR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Heck Capital Advisors's EXR Position: Q1 2025 in Review

Heck Capital Advisors sold out of Extra Space Storage (EXR) in Q1 2025, closing a stake of 5 shares — an estimated $748 sold.

Heck Capital Advisors first reported a position in EXR in Q4 2024 and held it in 1 quarter. The position peaked at $748 in Q4 2024. 801 funds tracked by Wall St. Rank hold EXR as of Q1 2025.

Heck Capital Advisors reported no remaining Extra Space Storage position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 5 Extra Space Storage shares in Q1 2025, an estimated $748.
Heck Capital Advisors first reported a position in Extra Space Storage in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's Extra Space Storage position peaked at $748 in Q4 2024.
801 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.