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Vigilant Capital Management’s Extra Space Storage EXR Stock Holding History

Vigilant Capital Management’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
2022
Q4 		– Sell
-43
Closed -$7K – 519
2022
Q3 		$7K Hold
43
– – ﹤0.01% 491
2022
Q2 		$7K Hold
43
– – ﹤0.01% 473
2022
Q1 		$9K Hold
43
– – ﹤0.01% 447
2021
Q4 		$10K Hold
43
– – ﹤0.01% 478
2021
Q3 		$7K Hold
43
– – ﹤0.01% 575
2021
Q2 		$7K Buy
+43
New +$6.44K ﹤0.01% 381
2016
Q3 		– Sell
-25
Closed -$2K – 323
2016
Q2 		$2K Buy
+25
New +$2.26K ﹤0.01% 369

Other funds holding EXR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Vigilant Capital Management's EXR Position: Q4 2022 in Review

Vigilant Capital Management sold out of Extra Space Storage (EXR) in Q4 2022, closing a stake of 43 shares — an estimated $7K sold.

Vigilant Capital Management first reported a position in EXR in Q2 2016 and held it in 7 quarters. The position peaked at $10K in Q4 2021. 590 funds tracked by Wall St. Rank hold EXR as of Q4 2022.

  • Vigilant Capital Management reported no remaining Extra Space Storage position as of Q4 2022 after selling out during the quarter.
  • Vigilant Capital Management sold 43 Extra Space Storage shares in Q4 2022, an estimated $7K.
  • Vigilant Capital Management first reported a position in Extra Space Storage in Q2 2016 and held it in 7 quarters.
  • Vigilant Capital Management's Extra Space Storage position peaked at $10K in Q4 2021.
  • 590 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2022.

Based on Vigilant Capital Management's 13F filing for Q4 2022, filed 26 Jan 2023.