Platte River Wealth Advisors’s Extra Space Storage EXR Stock Holding History

Platte River Wealth Advisors’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	$689K	Hold	3,821	–	–	0.18%	59
2024 Q2	$594K	Hold	3,821	–	–	0.17%	62
2024 Q1	$562K	Sell	3,821 -1,412	-27%	-$206K	0.16%	61
2023 Q4	$839K	Sell	5,233 -420	-7%	-$53.4K	0.28%	57
2023 Q3	$687K	Sell	5,653 -170	-3%	-$22.8K	0.25%	58
2023 Q2	$867K	Sell	5,823 -105	-2%	-$15.8K	0.3%	53
2023 Q1	$966K	Hold	5,928	–	–	0.37%	48
2022 Q4	$872K	Hold	5,928	–	–	0.37%	51
2022 Q3	$1.02M	Hold	5,928	–	–	0.46%	40
2022 Q2	$1.01M	Hold	5,928	–	–	0.44%	43
2022 Q1	$1.22M	Hold	5,928	–	–	0.44%	40
2021 Q4	$1.25M	Hold	5,928	–	–	0.43%	42
2021 Q3	$996K	Buy	5,928 +60	+1%	+$10.6K	0.37%	47
2021 Q2	$961K	Hold	5,868	–	–	0.37%	49
2021 Q1	$807K	Buy	5,868 +95	+2%	+$11.5K	0.33%	54
2020 Q4	$662K	Sell	5,773 -215	-4%	-$24.5K	0.29%	60
2020 Q3	$641K	Sell	5,988 -3,253	-35%	-$336K	0.33%	58
2020 Q2	$889K	Buy	+9,241	New	+$859K	0.49%	51
2019 Q4	$761K	Buy	+6,872	New	+$749K	0.4%	78

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

Platte River Wealth Advisors's EXR Position: Q3 2024 in Review

Platte River Wealth Advisors held its Extra Space Storage (EXR) position steady in Q3 2024 at 3,821 shares worth $689K. The position accounts for 0.18% of the portfolio, ranked #59.

Platte River Wealth Advisors first reported a position in EXR in Q4 2019 and has held it in 19 quarters since. The position peaked at $1.25M in Q4 2021. 769 funds tracked by Wall St. Rank hold EXR as of Q3 2024.

Platte River Wealth Advisors held 3,821 shares of Extra Space Storage worth $689K as of Q3 2024.
Platte River Wealth Advisors left its Extra Space Storage share count unchanged in Q3 2024.
Extra Space Storage made up 0.18% of Platte River Wealth Advisors's portfolio in Q3 2024, its #59 holding.
Platte River Wealth Advisors first reported a position in Extra Space Storage in Q4 2019 and has held it in 19 quarters since.
Platte River Wealth Advisors's Extra Space Storage position peaked at $1.25M in Q4 2021.
769 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2024.

Based on Platte River Wealth Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.