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Sutton Wealth Advisors’s Extra Space Storage EXR Stock Holding History

Sutton 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
2023
Q3 		$31.9K Buy
262
+31
+13% +$4.16K 0.02% 286
2023
Q2 		$34.4K Sell
231
-17
-7% -$2.56K 0.02% 274
2023
Q1 		$40.4K Sell
248
-4
-2% -$629 0.02% 225
2022
Q4 		$37.1K Buy
252
+7
+3% +$1.12K 0.01% 477
2022
Q3 		$42.3K Buy
245
+4
+2% +$756 0.02% 415
2022
Q2 		$41K Buy
241
+15
+7% +$2.78K 0.02% 434
2022
Q1 		$46.5K Buy
226
+4
+2% +$795 0.02% 424
2021
Q4 		$50.3K Hold
222
– – 0.02% 410
2021
Q3 		$37.3K Hold
222
– – 0.01% 487
2021
Q2 		$36.4K Hold
222
– – 0.01% 500
2021
Q1 		$29.4K Hold
222
– – 0.01% 559
2020
Q4 		$25.7K Hold
222
– – 0.01% 542
2020
Q3 		$23.8K Hold
222
– – 0.01% 495
2020
Q2 		$20.5K Hold
222
– – 0.01% 523
2020
Q1 		$21.3K Buy
222
+22
+11% +$2.29K 0.01% 460
2019
Q4 		$21.1K Hold
200
– – 0.01% 585
2019
Q3 		$23.4K Hold
200
– – 0.01% 532
2019
Q2 		$21.2K Hold
200
– – 0.01% 558
2019
Q1 		$20.4K Hold
200
– – 0.01% 566
2018
Q4 		$18.1K Hold
200
– – 0.01% 554
2018
Q3 		$17.3K Sell
200
-200
-50% -$18.6K 0.01% 644
2018
Q2 		$39.9K Hold
400
– – 0.03% 346
2018
Q1 		$34.9K Buy
400
+145
+57% +$12.2K 0.03% 374
2017
Q4 		$22.3K Hold
255
– – 0.02% 517
2017
Q3 		$20.4K Hold
255
– – 0.02% 540
2017
Q2 		$19.9K Sell
255
-487
-66% -$37.3K 0.02% 528
2017
Q1 		$55.2K Hold
742
– – 0.05% 249
2016
Q4 		$57.3K Buy
742
+521
+236% +$38.3K 0.05% 243
2016
Q3 		$17.6K Buy
221
+57
+35% +$4.81K 0.02% 500
2016
Q2 		$15.2K Hold
164
– – 0.01% 517
2016
Q1 		$15.3K Buy
+164
New +$14.3K 0.01% 505

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sutton Wealth Advisors's EXR Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Extra Space Storage (EXR) stake by 13% in Q3 2023, buying an estimated $4.16K and bringing the position to 262 shares worth $31.9K. The position accounts for 0.02% of the portfolio, ranked #286.

Sutton Wealth Advisors first reported a position in EXR in Q1 2016 and has held it in 31 quarters since. The position peaked at $57.3K in Q4 2016. 655 funds tracked by Wall St. Rank hold EXR as of Q3 2023.

  • Sutton Wealth Advisors held 262 shares of Extra Space Storage worth $31.9K as of Q3 2023.
  • Sutton Wealth Advisors bought 31 Extra Space Storage shares in Q3 2023, an estimated $4.16K.
  • Extra Space Storage made up 0.02% of Sutton Wealth Advisors's portfolio in Q3 2023, its #286 holding.
  • Sutton Wealth Advisors first reported a position in Extra Space Storage in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Extra Space Storage position peaked at $57.3K in Q4 2016.
  • 655 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.