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Jamison Private Wealth Management’s Extra Space Storage EXR Stock Holding History

Jamison Private Wealth 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
2024
Q4 		– Sell
-35
Closed -$6.31K – 292
2024
Q3 		$6.31K Hold
35
– – ﹤0.01% 370
2024
Q2 		$5.44K Hold
35
– – ﹤0.01% 348
2024
Q1 		$5.14K Hold
35
– – ﹤0.01% 357
2023
Q4 		$5.61K Hold
35
– – ﹤0.01% 336
2023
Q3 		$4.26K Buy
+35
New +$4.7K ﹤0.01% 333

Other funds holding EXR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jamison Private Wealth Management's EXR Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Extra Space Storage (EXR) in Q4 2024, closing a stake of 35 shares — an estimated $6.31K sold.

Jamison Private Wealth Management first reported a position in EXR in Q3 2023 and held it in 5 quarters. The position peaked at $6.31K in Q3 2024. 781 funds tracked by Wall St. Rank hold EXR as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Extra Space Storage position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 35 Extra Space Storage shares in Q4 2024, an estimated $6.31K.
  • Jamison Private Wealth Management first reported a position in Extra Space Storage in Q3 2023 and held it in 5 quarters.
  • Jamison Private Wealth Management's Extra Space Storage position peaked at $6.31K in Q3 2024.
  • 781 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.