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Lake Hills Wealth Management’s Extra Space Storage EXR Stock Holding History

Lake Hills 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
Q3 		– Sell
-1,380
Closed -$214K – 54
2024
Q2 		$214K Sell
1,380
-25
-2% -$3.64K 0.15% 44
2024
Q1 		$207K Buy
+1,405
New +$205K 0.19% 41

Other funds holding EXR

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lake Hills Wealth Management's EXR Position: Q3 2024 in Review

Lake Hills Wealth Management sold out of Extra Space Storage (EXR) in Q3 2024, closing a stake of 1,380 shares — an estimated $214K sold.

Lake Hills Wealth Management first reported a position in EXR in Q1 2024 and held it in 2 quarters. The position peaked at $214K in Q2 2024. 768 funds tracked by Wall St. Rank hold EXR as of Q3 2024.

  • Lake Hills Wealth Management reported no remaining Extra Space Storage position as of Q3 2024 after selling out during the quarter.
  • Lake Hills Wealth Management sold 1,380 Extra Space Storage shares in Q3 2024, an estimated $214K.
  • Lake Hills Wealth Management first reported a position in Extra Space Storage in Q1 2024 and held it in 2 quarters.
  • Lake Hills Wealth Management's Extra Space Storage position peaked at $214K in Q2 2024.
  • 768 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2024.

Based on Lake Hills Wealth Management's 13F filing for Q3 2024, filed 11 Oct 2024.