LNC
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Lincoln National Corp’s Extra Space Storage EXR Stock Holding History

Lincoln National Corp’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
Q2 		– Sell
-1,420
Closed -$209K – 350
2024
Q1 		$209K Sell
1,420
-40
-3% -$5.83K ﹤0.01% 1131
2023
Q4 		$234K Buy
+1,460
New +$186K ﹤0.01% 984

Other funds holding EXR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Lincoln National Corp's EXR Position: Q2 2024 in Review

Lincoln National Corp sold out of Extra Space Storage (EXR) in Q2 2024, closing a stake of 1,420 shares — an estimated $209K sold.

Lincoln National Corp first reported a position in EXR in Q4 2023 and held it in 2 quarters. The position peaked at $234K in Q4 2023. 750 funds tracked by Wall St. Rank hold EXR as of Q2 2024.

  • Lincoln National Corp reported no remaining Extra Space Storage position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 1,420 Extra Space Storage shares in Q2 2024, an estimated $209K.
  • Lincoln National Corp first reported a position in Extra Space Storage in Q4 2023 and held it in 2 quarters.
  • Lincoln National Corp's Extra Space Storage position peaked at $234K in Q4 2023.
  • 750 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.