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 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 $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 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. 751 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.
751 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.