IBEX Wealth Advisors’s Extra Space Storage EXR Stock Holding History

IBEX Wealth 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
2022 Q4	–	Sell	-1,657	Closed	-$286K	–	179
2022 Q3	$286K	Buy	+1,657	New	+$313K	0.07%	123
2019 Q3	–	Sell	-1,198	Closed	-$127K	–	165
2019 Q2	$127K	Buy	+1,198	New	+$126K	0.04%	154

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

IBEX Wealth Advisors's EXR Position: Q4 2022 in Review

IBEX Wealth Advisors sold out of Extra Space Storage (EXR) in Q4 2022, closing a stake of 1,657 shares — an estimated $286K sold.

IBEX Wealth Advisors first reported a position in EXR in Q2 2019 and held it in 2 quarters. The position peaked at $286K in Q3 2022. 589 funds tracked by Wall St. Rank hold EXR as of Q4 2022.

IBEX Wealth Advisors reported no remaining Extra Space Storage position as of Q4 2022 after selling out during the quarter.
IBEX Wealth Advisors sold 1,657 Extra Space Storage shares in Q4 2022, an estimated $286K.
IBEX Wealth Advisors first reported a position in Extra Space Storage in Q2 2019 and held it in 2 quarters.
IBEX Wealth Advisors's Extra Space Storage position peaked at $286K in Q3 2022.
589 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2022.

Based on IBEX Wealth Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.