NFJ Investment Group’s Extra Space Storage EXR Stock Holding History

NFJ Investment Group’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	–	Sell	-28,600	Closed	-$4.44M	–	279
2024 Q2	$4.44M	Sell	28,600 -7,588	-21%	-$1.11M	0.14%	136
2024 Q1	$5.32M	Sell	36,188 -679	-2%	-$99K	0.15%	125
2023 Q4	$5.91M	Sell	36,867 -1,037	-3%	-$132K	0.16%	118
2023 Q3	$4.61M	Buy	+37,904	New	+$5.09M	0.13%	122
2021 Q3	–	Sell	-48,932	Closed	-$8.02M	–	377
2021 Q2	$8.02M	Sell	48,932 -4,608	-9%	-$690K	0.15%	173
2021 Q1	$7.1M	Buy	+53,540	New	+$6.48M	0.14%	188

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NFJ Investment Group's EXR Position: Q3 2024 in Review

NFJ Investment Group sold out of Extra Space Storage (EXR) in Q3 2024, closing a stake of 28,600 shares — an estimated $4.44M sold.

NFJ Investment Group first reported a position in EXR in Q1 2021 and held it in 6 quarters. The position peaked at $8.02M in Q2 2021. 768 funds tracked by Wall St. Rank hold EXR as of Q3 2024.

NFJ Investment Group reported no remaining Extra Space Storage position as of Q3 2024 after selling out during the quarter.
NFJ Investment Group sold 28,600 Extra Space Storage shares in Q3 2024, an estimated $4.44M.
NFJ Investment Group first reported a position in Extra Space Storage in Q1 2021 and held it in 6 quarters.
NFJ Investment Group's Extra Space Storage position peaked at $8.02M in Q2 2021.
768 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2024.

Based on NFJ Investment Group's 13F filing for Q3 2024, filed 14 Nov 2024.