Moody National Bank Trust Division’s Extra Space Storage EXR Stock Holding History

Moody National Bank Trust Division’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 Q4	–	Sell	-2,056	Closed	-$250K	–	550
2023 Q3	$250K	Buy	+2,056	New	+$276K	0.02%	539
2023 Q2	–	Sell	-1,380	Closed	-$225K	–	615
2023 Q1	$225K	Hold	1,380	–	–	0.02%	568
2022 Q4	$203K	Buy	1,380 +82	+6%	+$13.1K	0.02%	576
2022 Q3	$224K	Hold	1,298	–	–	0.02%	540
2022 Q2	$221K	Buy	+1,298	New	+$240K	0.02%	480
2019 Q2	–	Sell	-47	Closed	-$5K	–	563
2019 Q1	$5K	Buy	+47	New	+$4.51K	﹤0.01%	892

Other funds holding EXR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Moody National Bank Trust Division's EXR Position: Q4 2023 in Review

Moody National Bank Trust Division sold out of Extra Space Storage (EXR) in Q4 2023, closing a stake of 2,056 shares — an estimated $250K sold.

Moody National Bank Trust Division first reported a position in EXR in Q1 2019 and held it in 6 quarters. The position peaked at $250K in Q3 2023. 714 funds tracked by Wall St. Rank hold EXR as of Q4 2023.

Moody National Bank Trust Division reported no remaining Extra Space Storage position as of Q4 2023 after selling out during the quarter.
Moody National Bank Trust Division sold 2,056 Extra Space Storage shares in Q4 2023, an estimated $250K.
Moody National Bank Trust Division first reported a position in Extra Space Storage in Q1 2019 and held it in 6 quarters.
Moody National Bank Trust Division's Extra Space Storage position peaked at $250K in Q3 2023.
714 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2023.

Based on Moody National Bank Trust Division's 13F filing for Q4 2023, filed 11 Jan 2024.