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Trifecta Capital Advisors’s Extra Space Storage EXR Stock Holding History

Trifecta Capital 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
Q4 		– Sell
-9
Closed -$1.09K – 443
2023
Q3 		$1.09K Buy
+9
New +$1.21K ﹤0.01% 364

Other funds holding EXR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Trifecta Capital Advisors's EXR Position: Q4 2023 in Review

Trifecta Capital Advisors sold out of Extra Space Storage (EXR) in Q4 2023, closing a stake of 9 shares — an estimated $1.09K sold.

Trifecta Capital Advisors first reported a position in EXR in Q3 2023 and held it in 1 quarter. The position peaked at $1.09K in Q3 2023. 713 funds tracked by Wall St. Rank hold EXR as of Q4 2023.

  • Trifecta Capital Advisors reported no remaining Extra Space Storage position as of Q4 2023 after selling out during the quarter.
  • Trifecta Capital Advisors sold 9 Extra Space Storage shares in Q4 2023, an estimated $1.09K.
  • Trifecta Capital Advisors first reported a position in Extra Space Storage in Q3 2023 and held it in 1 quarter.
  • Trifecta Capital Advisors's Extra Space Storage position peaked at $1.09K in Q3 2023.
  • 713 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2023.

Based on Trifecta Capital Advisors's 13F filing for Q4 2023, filed 25 Jan 2024.