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Naples Money Management’s Extra Space Storage EXR Stock Holding History

Naples Money Management’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
Q3 		$11.3K Hold
62
– – 0.01% 176
2024
Q2 		$9.49K Hold
62
– – 0.01% 196
2024
Q1 		$9.18K Hold
62
– – 0.01% 208
2023
Q4 		$10K Buy
+62
New +$7.88K 0.01% 201

Other funds holding EXR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $204B AUM 27.99% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Naples Money Management's EXR Position: Q3 2024 in Review

Naples Money Management held its Extra Space Storage (EXR) position steady in Q3 2024 at 62 shares worth $11.3K. The position accounts for 0.01% of the portfolio, ranked #176.

Naples Money Management first reported a position in EXR in Q4 2023 and has held it in 4 quarters since. 769 funds tracked by Wall St. Rank hold EXR as of Q3 2024.

  • Naples Money Management held 62 shares of Extra Space Storage worth $11.3K as of Q3 2024.
  • Naples Money Management left its Extra Space Storage share count unchanged in Q3 2024.
  • Extra Space Storage made up 0.01% of Naples Money Management's portfolio in Q3 2024, its #176 holding.
  • Naples Money Management first reported a position in Extra Space Storage in Q4 2023 and has held it in 4 quarters since.
  • 769 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.