Lake Street Advisors Group’s Extra Space Storage EXR Stock Holding History

Lake Street Advisors Group’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	$1.61M	Buy	10,768 +6,612	+159%	+$1.08M	0.07%	167
2024 Q3	$749K	Sell	4,156 -6,604	-61%	-$1.11M	0.03%	259
2024 Q2	$1.67M	Buy	10,760 +43	+0.4%	+$6.27K	0.08%	152
2024 Q1	$1.58M	Sell	10,717 -5,701	-35%	-$831K	0.07%	164
2023 Q4	$2.63M	Buy	16,418 +30	+0.2%	+$3.81K	0.13%	111
2023 Q3	$1.99M	Buy	16,388 +1,163	+8%	+$156K	0.12%	117
2023 Q2	$2.27M	Sell	15,225 -313	-2%	-$47.1K	0.13%	113
2023 Q1	$2.53M	Buy	+15,538	New	+$2.44M	0.16%	89

Other funds holding EXR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Lake Street Advisors Group's EXR Position: Q4 2024 in Review

Lake Street Advisors Group increased its Extra Space Storage (EXR) stake by 159% in Q4 2024, buying an estimated $1.08M and bringing the position to 10,768 shares worth $1.61M. The position accounts for 0.07% of the portfolio, ranked #167.

Lake Street Advisors Group first reported a position in EXR in Q1 2023 and has held it in 8 quarters since. The position peaked at $2.63M in Q4 2023. 782 funds tracked by Wall St. Rank hold EXR as of Q4 2024.

Lake Street Advisors Group held 10,768 shares of Extra Space Storage worth $1.61M as of Q4 2024.
Lake Street Advisors Group bought 6,612 Extra Space Storage shares in Q4 2024, an estimated $1.08M.
Extra Space Storage made up 0.07% of Lake Street Advisors Group's portfolio in Q4 2024, its #167 holding.
Lake Street Advisors Group first reported a position in Extra Space Storage in Q1 2023 and has held it in 8 quarters since.
Lake Street Advisors Group's Extra Space Storage position peaked at $2.63M in Q4 2023.
782 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.