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Unique Wealth Strategies’s Extra Space Storage EXR Stock Holding History

Unique Wealth Strategies’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
Q3 		– Sell
-12
Closed -$1.76K – 368
2024
Q2 		$1.76K Buy
+12
New +$1.75K ﹤0.01% 500

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Unique Wealth Strategies's EXR Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Extra Space Storage (EXR) in Q3 2024, closing a stake of 12 shares — an estimated $1.76K sold.

Unique Wealth Strategies first reported a position in EXR in Q2 2024 and held it in 1 quarter. The position peaked at $1.76K in Q2 2024. 768 funds tracked by Wall St. Rank hold EXR as of Q3 2024.

  • Unique Wealth Strategies reported no remaining Extra Space Storage position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 12 Extra Space Storage shares in Q3 2024, an estimated $1.76K.
  • Unique Wealth Strategies first reported a position in Extra Space Storage in Q2 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's Extra Space Storage position peaked at $1.76K in Q2 2024.
  • 768 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.