Kapitalo Investimentos’s Extra Space Storage EXR Stock Holding History

Kapitalo Investimentos’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	-1,869	Closed	-$278K	–	592
2023 Q2	$278K	Buy	+1,869	New	+$281K	0.05%	193

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

Kapitalo Investimentos's EXR Position: Q3 2023 in Review

Kapitalo Investimentos sold out of Extra Space Storage (EXR) in Q3 2023, closing a stake of 1,869 shares — an estimated $278K sold.

Kapitalo Investimentos first reported a position in EXR in Q2 2023 and held it in 1 quarter. The position peaked at $278K in Q2 2023. 654 funds tracked by Wall St. Rank hold EXR as of Q3 2023.

Kapitalo Investimentos reported no remaining Extra Space Storage position as of Q3 2023 after selling out during the quarter.
Kapitalo Investimentos sold 1,869 Extra Space Storage shares in Q3 2023, an estimated $278K.
Kapitalo Investimentos first reported a position in Extra Space Storage in Q2 2023 and held it in 1 quarter.
Kapitalo Investimentos's Extra Space Storage position peaked at $278K in Q2 2023.
654 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2023.

Based on Kapitalo Investimentos's 13F filing for Q3 2023, filed 29 Mar 2024.