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Mirabella Financial Services’s Extra Space Storage EXR Stock Holding History

Mirabella Financial Services’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
2023
Q1 		– Sell
-1,885
Closed -$277K – 457
2022
Q4 		$277K Buy
+1,885
New +$301K 0.02% 265
2020
Q3 		– Sell
-10,998
Closed -$1.02M – 375
2020
Q2 		$1.02M Buy
+10,998
New +$1.02M 0.24% 59

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mirabella Financial Services's EXR Position: Q1 2023 in Review

Mirabella Financial Services sold out of Extra Space Storage (EXR) in Q1 2023, closing a stake of 1,885 shares — an estimated $277K sold.

Mirabella Financial Services first reported a position in EXR in Q2 2020 and held it in 2 quarters. The position peaked at $1.02M in Q2 2020. 578 funds tracked by Wall St. Rank hold EXR as of Q1 2023.

  • Mirabella Financial Services reported no remaining Extra Space Storage position as of Q1 2023 after selling out during the quarter.
  • Mirabella Financial Services sold 1,885 Extra Space Storage shares in Q1 2023, an estimated $277K.
  • Mirabella Financial Services first reported a position in Extra Space Storage in Q2 2020 and held it in 2 quarters.
  • Mirabella Financial Services's Extra Space Storage position peaked at $1.02M in Q2 2020.
  • 578 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2023.

Based on Mirabella Financial Services's 13F filing for Q1 2023, filed 12 May 2023.