Strategic Investment Advisors’s Extra Space Storage EXR Stock Holding History

Strategic Investment 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 Q2	–	Sell	-10,018	Closed	-$1.47M	–	238
2024 Q1	$1.47M	Buy	10,018 +6,329	+172%	+$923K	0.19%	76
2023 Q4	$591K	Sell	3,689 -271	-7%	-$34.5K	0.09%	150
2023 Q3	$482K	Buy	3,960 +283	+8%	+$38K	0.08%	171
2023 Q2	$547K	Buy	3,677 +156	+4%	+$23.5K	0.08%	131
2023 Q1	$574K	Sell	3,521 -543	-13%	-$85.3K	0.1%	145
2022 Q4	$598K	Buy	4,064 +150	+4%	+$24K	0.12%	139
2022 Q3	$676K	Buy	3,914 +190	+5%	+$35.9K	0.15%	106
2022 Q2	$634K	Buy	3,724 +134	+4%	+$24.8K	0.13%	132
2022 Q1	$738K	Buy	+3,590	New	+$714K	0.14%	132

Other funds holding EXR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Strategic Investment Advisors's EXR Position: Q2 2024 in Review

Strategic Investment Advisors sold out of Extra Space Storage (EXR) in Q2 2024, closing a stake of 10,018 shares — an estimated $1.47M sold.

Strategic Investment Advisors first reported a position in EXR in Q1 2022 and held it in 9 quarters. The position peaked at $1.47M in Q1 2024. 751 funds tracked by Wall St. Rank hold EXR as of Q2 2024.

Strategic Investment Advisors reported no remaining Extra Space Storage position as of Q2 2024 after selling out during the quarter.
Strategic Investment Advisors sold 10,018 Extra Space Storage shares in Q2 2024, an estimated $1.47M.
Strategic Investment Advisors first reported a position in Extra Space Storage in Q1 2022 and held it in 9 quarters.
Strategic Investment Advisors's Extra Space Storage position peaked at $1.47M in Q1 2024.
751 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2024.

Based on Strategic Investment Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.