Jackson Creek Investment Advisors’s Extra Space Storage EXR Stock Holding History

Jackson Creek Investment 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	-3,526	Closed	-$609K	–	322
2022 Q3	$609K	Sell	3,526 -264	-7%	-$49.9K	0.29%	192
2022 Q2	$718K	Buy	3,790 +167	+5%	+$30.9K	0.29%	192
2022 Q1	$745K	Sell	3,623 -147	-4%	-$29.2K	0.27%	193
2021 Q4	$855K	Sell	3,770 -365	-9%	-$72.3K	0.31%	185
2021 Q3	$695K	Sell	4,135 -170	-4%	-$30.1K	0.26%	195
2021 Q2	$705K	Sell	4,305 -1,188	-22%	-$178K	0.26%	198
2021 Q1	$728K	Buy	5,493 +1,794	+48%	+$217K	0.25%	199
2020 Q4	$429K	Buy	+3,699	New	+$421K	0.17%	242

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

Jackson Creek Investment Advisors's EXR Position: Q4 2022 in Review

Jackson Creek Investment Advisors sold out of Extra Space Storage (EXR) in Q4 2022, closing a stake of 3,526 shares — an estimated $609K sold.

Jackson Creek Investment Advisors first reported a position in EXR in Q4 2020 and held it in 8 quarters. The position peaked at $855K in Q4 2021. 589 funds tracked by Wall St. Rank hold EXR as of Q4 2022.

Jackson Creek Investment Advisors reported no remaining Extra Space Storage position as of Q4 2022 after selling out during the quarter.
Jackson Creek Investment Advisors sold 3,526 Extra Space Storage shares in Q4 2022, an estimated $609K.
Jackson Creek Investment Advisors first reported a position in Extra Space Storage in Q4 2020 and held it in 8 quarters.
Jackson Creek Investment Advisors's Extra Space Storage position peaked at $855K in Q4 2021.
589 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2022.

Based on Jackson Creek Investment Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.