WR Wealth Planners’s Extra Space Storage EXR Stock Holding History

WR Wealth Planners’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	$2.84K	Sell	19 -6	-24%	-$984	﹤0.01%	793
2024 Q3	$4.5K	Hold	25	–	–	﹤0.01%	763
2024 Q2	$3.88K	Buy	25 +17	+213%	+$2.48K	﹤0.01%	763
2024 Q1	$1.18K	Buy	+8	New	+$1.17K	﹤0.01%	951
2023 Q4	–	Sell	-8	Closed	-$973	–	408
2023 Q3	$973	Hold	8	–	–	﹤0.01%	835
2023 Q2	$1.19K	Hold	8	–	–	﹤0.01%	820
2023 Q1	$1.3K	Hold	8	–	–	﹤0.01%	822
2022 Q4	$1.18K	Hold	8	–	–	﹤0.01%	424
2022 Q3	$1.38K	Hold	8	–	–	﹤0.01%	405
2022 Q2	$1.36K	Hold	8	–	–	﹤0.01%	439
2022 Q1	$1.65K	Buy	+8	New	+$1.59K	﹤0.01%	439

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

WR Wealth Planners's EXR Position: Q4 2024 in Review

WR Wealth Planners reduced its Extra Space Storage (EXR) stake by 24% in Q4 2024, selling an estimated $984 and leaving 19 shares worth $2.84K. The position accounts for ﹤0.01% of the portfolio, ranked #793.

WR Wealth Planners first reported a position in EXR in Q1 2022 and has held it in 11 quarters since. The position peaked at $4.5K in Q3 2024. 782 funds tracked by Wall St. Rank hold EXR as of Q4 2024.

WR Wealth Planners held 19 shares of Extra Space Storage worth $2.84K as of Q4 2024.
WR Wealth Planners sold 6 Extra Space Storage shares in Q4 2024, an estimated $984.
Extra Space Storage made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #793 holding.
WR Wealth Planners first reported a position in Extra Space Storage in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Extra Space Storage position peaked at $4.5K in Q3 2024.
782 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.