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Janiczek Wealth Management’s Extra Space Storage EXR Stock Holding History

Janiczek 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
Q2 		$6.84K Hold
44
– – ﹤0.01% 704
2024
Q1 		$6.47K Hold
44
– – ﹤0.01% 740
2023
Q4 		$7.05K Sell
44
-16
-27% -$2.03K ﹤0.01% 708
2023
Q3 		$7.29K Buy
+60
New +$8.05K ﹤0.01% 683
2022
Q1 		– Sell
-6
Closed -$1K – 993
2021
Q4 		$1K Buy
+6
New +$1.19K ﹤0.01% 912

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Janiczek Wealth Management's EXR Position: Q2 2024 in Review

Janiczek Wealth Management held its Extra Space Storage (EXR) position steady in Q2 2024 at 44 shares worth $6.84K. The position accounts for ﹤0.01% of the portfolio, ranked #704.

Janiczek Wealth Management first reported a position in EXR in Q4 2021 and has held it in 5 quarters since. The position peaked at $7.29K in Q3 2023. 750 funds tracked by Wall St. Rank hold EXR as of Q2 2024.

  • Janiczek Wealth Management held 44 shares of Extra Space Storage worth $6.84K as of Q2 2024.
  • Janiczek Wealth Management left its Extra Space Storage share count unchanged in Q2 2024.
  • Extra Space Storage made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #704 holding.
  • Janiczek Wealth Management first reported a position in Extra Space Storage in Q4 2021 and has held it in 5 quarters since.
  • Janiczek Wealth Management's Extra Space Storage position peaked at $7.29K in Q3 2023.
  • 750 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.