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Marshall Financial Group (Maryland)’s Extra Space Storage EXR Stock Holding History

Marshall Financial Group (Maryland)’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
-6,361
Closed -$935K – 177
2024
Q1 		$935K Buy
6,361
+575
+10% +$83.8K 0.27% 102
2023
Q4 		$928K Buy
5,786
+654
+13% +$83.2K 0.3% 88
2023
Q3 		$624K Buy
5,132
+154
+3% +$20.7K 0.22% 114
2023
Q2 		$741K Buy
4,978
+18
+0.4% +$2.71K 0.25% 105
2023
Q1 		$808K Sell
4,960
-319
-6% -$50.1K 0.29% 90
2022
Q4 		$777K Buy
+5,279
New +$844K 0.3% 111

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

Marshall Financial Group (Maryland)'s EXR Position: Q2 2024 in Review

Marshall Financial Group (Maryland) sold out of Extra Space Storage (EXR) in Q2 2024, closing a stake of 6,361 shares — an estimated $935K sold.

Marshall Financial Group (Maryland) first reported a position in EXR in Q4 2022 and held it in 6 quarters. The position peaked at $935K in Q1 2024. 750 funds tracked by Wall St. Rank hold EXR as of Q2 2024.

  • Marshall Financial Group (Maryland) reported no remaining Extra Space Storage position as of Q2 2024 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 6,361 Extra Space Storage shares in Q2 2024, an estimated $935K.
  • Marshall Financial Group (Maryland) first reported a position in Extra Space Storage in Q4 2022 and held it in 6 quarters.
  • Marshall Financial Group (Maryland)'s Extra Space Storage position peaked at $935K in Q1 2024.
  • 750 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2024.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2024, filed 19 Jul 2024.