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Prudent Man Advisors’s Extra Space Storage EXR Stock Holding History

Prudent Man 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
2023
Q2 		– Sell
-1,897
Closed -$309K – 209
2023
Q1 		$309K Hold
1,897
– – 0.12% 140
2022
Q4 		$279K Buy
1,897
+229
+14% +$36.6K 0.11% 152
2022
Q3 		$288K Buy
+1,668
New +$315K 0.14% 129
2022
Q2 		– Sell
-985
Closed -$203K – 172
2022
Q1 		$203K Sell
985
-10
-1% -$1.99K 0.08% 179
2021
Q4 		$226K Sell
995
-208
-17% -$41.2K 0.09% 169
2021
Q3 		$202K Buy
+1,203
New +$213K 0.08% 200

Other funds holding EXR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $187B AUM 18.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Prudent Man Advisors's EXR Position: Q2 2023 in Review

Prudent Man Advisors sold out of Extra Space Storage (EXR) in Q2 2023, closing a stake of 1,897 shares — an estimated $309K sold.

Prudent Man Advisors first reported a position in EXR in Q3 2021 and held it in 6 quarters. The position peaked at $309K in Q1 2023. 578 funds tracked by Wall St. Rank hold EXR as of Q2 2023.

  • Prudent Man Advisors reported no remaining Extra Space Storage position as of Q2 2023 after selling out during the quarter.
  • Prudent Man Advisors sold 1,897 Extra Space Storage shares in Q2 2023, an estimated $309K.
  • Prudent Man Advisors first reported a position in Extra Space Storage in Q3 2021 and held it in 6 quarters.
  • Prudent Man Advisors's Extra Space Storage position peaked at $309K in Q1 2023.
  • 578 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2023.

Based on Prudent Man Advisors's 13F filing for Q2 2023, filed 10 Aug 2023.