Laird Norton Wetherby Wealth Management’s Extra Space Storage EXR Stock Holding History

Laird Norton Wetherby 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 Q4	$200K	Buy	1,337 +46	+4%	+$7.54K	0.01%	844
2024 Q3	$233K	Sell	1,291 -65	-5%	-$11K	0.01%	816
2024 Q2	$211K	Sell	1,356 -136	-9%	-$19.8K	0.01%	836
2024 Q1	$219K	Sell	1,492 -3	-0.2%	-$437	0.01%	855
2023 Q4	$240K	Sell	1,495 -552	-27%	-$70.2K	0.01%	799
2023 Q3	$249K	Buy	+2,047	New	+$275K	0.01%	741
2023 Q2	–	Sell	-1,269	Closed	-$207K	–	964
2023 Q1	$207K	Buy	+1,269	New	+$199K	0.01%	817
2022 Q4	–	Sell	-1,240	Closed	-$214K	–	923
2022 Q3	$214K	Buy	1,240 +38	+3%	+$7.19K	0.02%	785
2022 Q2	$204K	Buy	1,202 +94	+8%	+$17.4K	0.01%	809
2022 Q1	$228K	Buy	1,108 +40	+4%	+$7.95K	0.01%	814
2021 Q4	$242K	Buy	+1,068	New	+$212K	0.01%	795

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

Laird Norton Wetherby Wealth Management's EXR Position: Q4 2024 in Review

Laird Norton Wetherby Wealth Management increased its Extra Space Storage (EXR) stake by 3.6% in Q4 2024, buying an estimated $7.54K and bringing the position to 1,337 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #844.

Laird Norton Wetherby Wealth Management first reported a position in EXR in Q4 2021 and has held it in 11 quarters since. The position peaked at $249K in Q3 2023. 781 funds tracked by Wall St. Rank hold EXR as of Q4 2024.

Laird Norton Wetherby Wealth Management held 1,337 shares of Extra Space Storage worth $200K as of Q4 2024.
Laird Norton Wetherby Wealth Management bought 46 Extra Space Storage shares in Q4 2024, an estimated $7.54K.
Extra Space Storage made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q4 2024, its #844 holding.
Laird Norton Wetherby Wealth Management first reported a position in Extra Space Storage in Q4 2021 and has held it in 11 quarters since.
Laird Norton Wetherby Wealth Management's Extra Space Storage position peaked at $249K in Q3 2023.
781 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2024.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.