Private Advisory Group’s Extra Space Storage EXR Stock Holding History

Private Advisory 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
2022 Q4	–	Sell	-1,887	Closed	-$326K	–	204
2022 Q3	$326K	Buy	+1,887	New	+$357K	0.07%	145
2022 Q2	–	Sell	-9,394	Closed	-$1.93M	–	172
2022 Q1	$1.93M	Buy	9,394 +5,425	+137%	+$1.08M	0.38%	56
2021 Q4	$900K	Buy	+3,969	New	+$787K	0.17%	80

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

Private Advisory Group's EXR Position: Q4 2022 in Review

Private Advisory Group sold out of Extra Space Storage (EXR) in Q4 2022, closing a stake of 1,887 shares — an estimated $326K sold.

Private Advisory Group first reported a position in EXR in Q4 2021 and held it in 3 quarters. The position peaked at $1.93M in Q1 2022. 589 funds tracked by Wall St. Rank hold EXR as of Q4 2022.

Private Advisory Group reported no remaining Extra Space Storage position as of Q4 2022 after selling out during the quarter.
Private Advisory Group sold 1,887 Extra Space Storage shares in Q4 2022, an estimated $326K.
Private Advisory Group first reported a position in Extra Space Storage in Q4 2021 and held it in 3 quarters.
Private Advisory Group's Extra Space Storage position peaked at $1.93M in Q1 2022.
589 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2022.

Based on Private Advisory Group's 13F filing for Q4 2022, filed 14 Feb 2023.