Kula Investments’s Extra Space Storage EXR Stock Holding History

Kula Investments’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 Q1	–	Sell	-2,828	Closed	-$416K	–	686
2022 Q4	$416K	Buy	+2,828	New	+$452K	0.12%	270

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kula Investments's EXR Position: Q1 2023 in Review

Kula Investments sold out of Extra Space Storage (EXR) in Q1 2023, closing a stake of 2,828 shares — an estimated $416K sold.

Kula Investments first reported a position in EXR in Q4 2022 and held it in 1 quarter. The position peaked at $416K in Q4 2022. 578 funds tracked by Wall St. Rank hold EXR as of Q1 2023.

Kula Investments reported no remaining Extra Space Storage position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 2,828 Extra Space Storage shares in Q1 2023, an estimated $416K.
Kula Investments first reported a position in Extra Space Storage in Q4 2022 and held it in 1 quarter.
Kula Investments's Extra Space Storage position peaked at $416K in Q4 2022.
578 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.