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Warwick Investment Management’s Extra Space Storage EXR Stock Holding History

Warwick Investment 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
2024
Q4 		– Sell
-1,122
Closed -$202K – 105
2024
Q3 		$202K Buy
+1,122
New +$189K 0.05% 92

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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

Warwick Investment Management's EXR Position: Q4 2024 in Review

Warwick Investment Management sold out of Extra Space Storage (EXR) in Q4 2024, closing a stake of 1,122 shares — an estimated $202K sold.

Warwick Investment Management first reported a position in EXR in Q3 2024 and held it in 1 quarter. The position peaked at $202K in Q3 2024. 781 funds tracked by Wall St. Rank hold EXR as of Q4 2024.

  • Warwick Investment Management reported no remaining Extra Space Storage position as of Q4 2024 after selling out during the quarter.
  • Warwick Investment Management sold 1,122 Extra Space Storage shares in Q4 2024, an estimated $202K.
  • Warwick Investment Management first reported a position in Extra Space Storage in Q3 2024 and held it in 1 quarter.
  • Warwick Investment Management's Extra Space Storage position peaked at $202K in Q3 2024.
  • 781 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2024.

Based on Warwick Investment Management's 13F filing for Q4 2024, filed 7 Feb 2025.