WestEnd Advisors’s Extra Space Storage EXR Stock Holding History

WestEnd 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
2024 Q4	–	Sell	-1	Closed	-$180	–	376
2024 Q3	$180	Buy	+1	New	+$169	﹤0.01%	298

Other funds holding EXR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WestEnd Advisors's EXR Position: Q4 2024 in Review

WestEnd Advisors sold out of Extra Space Storage (EXR) in Q4 2024, closing a stake of 1 share — an estimated $180 sold.

WestEnd Advisors first reported a position in EXR in Q3 2024 and held it in 1 quarter. The position peaked at $180 in Q3 2024. 781 funds tracked by Wall St. Rank hold EXR as of Q4 2024.

WestEnd Advisors reported no remaining Extra Space Storage position as of Q4 2024 after selling out during the quarter.
WestEnd Advisors sold 1 Extra Space Storage share in Q4 2024, an estimated $180.
WestEnd Advisors first reported a position in Extra Space Storage in Q3 2024 and held it in 1 quarter.
WestEnd Advisors's Extra Space Storage position peaked at $180 in Q3 2024.
781 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2024.

Based on WestEnd Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.