Householder Group Estate & Retirement Specialist’s Extra Space Storage EXR Stock Holding History

Householder Group Estate & Retirement Specialist’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	-2,270	Closed	-$409K	–	745
2024 Q3	$409K	Buy	2,270 +21	+0.9%	+$3.54K	0.12%	162
2024 Q2	$349K	Buy	2,249 +47	+2%	+$6.85K	0.1%	173
2024 Q1	$324K	Sell	2,202 -259	-11%	-$37.8K	0.1%	178
2023 Q4	$394K	Hold	2,461	–	–	0.13%	149
2023 Q3	$299K	Buy	+2,461	New	+$330K	0.11%	165

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's EXR Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Extra Space Storage (EXR) in Q4 2024, closing a stake of 2,270 shares — an estimated $409K sold.

Householder Group Estate & Retirement Specialist first reported a position in EXR in Q3 2023 and held it in 5 quarters. The position peaked at $409K in Q3 2024. 782 funds tracked by Wall St. Rank hold EXR as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Extra Space Storage position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 2,270 Extra Space Storage shares in Q4 2024, an estimated $409K.
Householder Group Estate & Retirement Specialist first reported a position in Extra Space Storage in Q3 2023 and held it in 5 quarters.
Householder Group Estate & Retirement Specialist's Extra Space Storage position peaked at $409K in Q3 2024.
782 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.