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Wilbanks Smith & Thomas Asset Management’s Extra Space Storage EXR Stock Holding History

Wilbanks Smith & Thomas Asset 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
Q1 		$270K Buy
1,834
+5
+0.3% +$729 0.01% 468
2023
Q4 		$293K Sell
1,829
-41
-2% -$5.21K 0.01% 435
2023
Q3 		$227K Buy
+1,870
New +$251K 0.01% 459

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 $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $204B AUM 27.99% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's EXR Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management increased its Extra Space Storage (EXR) stake by 0.27% in Q1 2024, buying an estimated $729 and bringing the position to 1,834 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #468.

Wilbanks Smith & Thomas Asset Management first reported a position in EXR in Q3 2023 and has held it in 3 quarters since. The position peaked at $293K in Q4 2023. 708 funds tracked by Wall St. Rank hold EXR as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 1,834 shares of Extra Space Storage worth $270K as of Q1 2024.
  • Wilbanks Smith & Thomas Asset Management bought 5 Extra Space Storage shares in Q1 2024, an estimated $729.
  • Extra Space Storage made up 0.01% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #468 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Extra Space Storage in Q3 2023 and has held it in 3 quarters since.
  • Wilbanks Smith & Thomas Asset Management's Extra Space Storage position peaked at $293K in Q4 2023.
  • 708 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.