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

JFS 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
2024 Q2	–	Sell	-1	Closed	-$147	–	2007
2024 Q1	$147	Sell	1 -6	-86%	-$875	﹤0.01%	1917
2023 Q4	$1.12K	Buy	+7	New	+$890	﹤0.01%	1631

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JFS Wealth Advisors's EXR Position: Q2 2024 in Review

JFS Wealth Advisors sold out of Extra Space Storage (EXR) in Q2 2024, closing a stake of 1 share — an estimated $147 sold.

JFS Wealth Advisors first reported a position in EXR in Q4 2023 and held it in 2 quarters. The position peaked at $1.12K in Q4 2023. 750 funds tracked by Wall St. Rank hold EXR as of Q2 2024.

JFS Wealth Advisors reported no remaining Extra Space Storage position as of Q2 2024 after selling out during the quarter.
JFS Wealth Advisors sold 1 Extra Space Storage share in Q2 2024, an estimated $147.
JFS Wealth Advisors first reported a position in Extra Space Storage in Q4 2023 and held it in 2 quarters.
JFS Wealth Advisors's Extra Space Storage position peaked at $1.12K in Q4 2023.
750 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2024.

Based on JFS Wealth Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.