Institutional & Family Asset Management’s Extra Space Storage EXR Stock Holding History

Institutional & Family Asset Management’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 Q3	–	Sell	-1	Closed	-$149	–	732
2023 Q2	$149	Sell	1 -548	-100%	-$82.4K	﹤0.01%	739
2023 Q1	$89.4K	Buy	549 +141	+35%	+$22.2K	0.01%	182
2022 Q4	$60K	Sell	408 -99	-20%	-$15.8K	0.01%	208
2022 Q3	$88K	Hold	507	–	–	0.02%	178
2022 Q2	$86K	Buy	507 +149	+42%	+$27.6K	0.01%	185
2022 Q1	$74K	Buy	358 +306	+588%	+$60.8K	0.01%	223
2021 Q4	$12K	Hold	52	–	–	﹤0.01%	419
2021 Q3	$9K	Hold	52	–	–	﹤0.01%	561
2021 Q2	$9K	Buy	52 +7	+16%	+$1.05K	﹤0.01%	604
2021 Q1	$6K	Hold	45	–	–	﹤0.01%	651
2020 Q4	$5K	Hold	45	–	–	﹤0.01%	637
2020 Q3	$5K	Hold	45	–	–	﹤0.01%	586
2020 Q2	$4K	Hold	45	–	–	﹤0.01%	603
2020 Q1	$4K	Hold	45	–	–	﹤0.01%	557
2019 Q4	$5K	Hold	45	–	–	﹤0.01%	594
2019 Q3	$5K	Hold	45	–	–	﹤0.01%	558
2019 Q2	$5K	Sell	45 -14	-24%	-$1.47K	﹤0.01%	589
2019 Q1	$6K	Sell	59 -14	-19%	-$1.34K	﹤0.01%	573
2018 Q4	$7K	Buy	73 +21	+40%	+$1.91K	﹤0.01%	528
2018 Q3	$5K	Hold	52	–	–	﹤0.01%	612
2018 Q2	$5K	Hold	52	–	–	﹤0.01%	607
2018 Q1	$5K	Buy	+52	New	+$4.37K	﹤0.01%	590

Other funds holding EXR

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Institutional & Family Asset Management's EXR Position: Q3 2023 in Review

Institutional & Family Asset Management sold out of Extra Space Storage (EXR) in Q3 2023, closing a stake of 1 share — an estimated $149 sold.

Institutional & Family Asset Management first reported a position in EXR in Q1 2018 and held it in 22 quarters. The position peaked at $89.4K in Q1 2023. 654 funds tracked by Wall St. Rank hold EXR as of Q3 2023.

Institutional & Family Asset Management reported no remaining Extra Space Storage position as of Q3 2023 after selling out during the quarter.
Institutional & Family Asset Management sold 1 Extra Space Storage share in Q3 2023, an estimated $149.
Institutional & Family Asset Management first reported a position in Extra Space Storage in Q1 2018 and held it in 22 quarters.
Institutional & Family Asset Management's Extra Space Storage position peaked at $89.4K in Q1 2023.
654 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2023.

Based on Institutional & Family Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.