Laffer Tengler Investments’s Extra Space Storage EXR Stock Holding History

Laffer Tengler 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
2024 Q3	–	Sell	-530	Closed	-$82.4K	–	237
2024 Q2	$82.4K	Buy	530 +2	+0.4%	+$292	0.02%	224
2024 Q1	$77.6K	Buy	528 +96	+22%	+$14K	0.02%	217
2023 Q4	$69.3K	Sell	432 -4	-0.9%	-$509	0.02%	203
2023 Q3	$53K	Buy	+436	New	+$58.5K	0.02%	224
2016 Q4	–	Sell	-6,328	Closed	-$503K	–	244
2016 Q3	$503K	Buy	6,328 +5	+0.1%	+$422	0.14%	177
2016 Q2	$585K	Buy	+6,323	New	+$571K	0.17%	169

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Laffer Tengler Investments's EXR Position: Q3 2024 in Review

Laffer Tengler Investments sold out of Extra Space Storage (EXR) in Q3 2024, closing a stake of 530 shares — an estimated $82.4K sold.

Laffer Tengler Investments first reported a position in EXR in Q2 2016 and held it in 6 quarters. The position peaked at $585K in Q2 2016. 768 funds tracked by Wall St. Rank hold EXR as of Q3 2024.

Laffer Tengler Investments reported no remaining Extra Space Storage position as of Q3 2024 after selling out during the quarter.
Laffer Tengler Investments sold 530 Extra Space Storage shares in Q3 2024, an estimated $82.4K.
Laffer Tengler Investments first reported a position in Extra Space Storage in Q2 2016 and held it in 6 quarters.
Laffer Tengler Investments's Extra Space Storage position peaked at $585K in Q2 2016.
768 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2024.

Based on Laffer Tengler Investments's 13F filing for Q3 2024, filed 4 Nov 2024.