ZIM
EXR icon

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

Zacks 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
2023
Q1 		– Sell
-1,971
Closed -$290K – 653
2022
Q4 		$290K Sell
1,971
-16,560
-89% -$2.65M ﹤0.01% 508
2022
Q3 		$3.2M Sell
18,531
-128
-0.7% -$24.2K 0.05% 213
2022
Q2 		$3.17M Sell
18,659
-603
-3% -$112K 0.05% 210
2022
Q1 		$3.96M Sell
19,262
-166
-0.9% -$33K 0.06% 203
2021
Q4 		$4.41M Buy
19,428
+299
+2% +$59.3K 0.06% 200
2021
Q3 		$3.21M Buy
19,129
+500
+3% +$88.4K 0.05% 232
2021
Q2 		$3.05M Buy
18,629
+734
+4% +$110K 0.05% 240
2021
Q1 		$2.37M Buy
17,895
+6,505
+57% +$788K 0.04% 261
2020
Q4 		$1.32M Buy
+11,390
New +$1.3M 0.02% 317
2017
Q1 		– Sell
-22,638
Closed -$1.75M – 657
2016
Q4 		$1.75M Sell
22,638
-1,811
-7% -$133K 0.05% 233
2016
Q3 		$1.94M Buy
24,449
+601
+3% +$50.7K 0.05% 212
2016
Q2 		$2.21M Sell
23,848
-3,557
-13% -$321K 0.07% 184
2016
Q1 		$2.56M Buy
27,405
+8,921
+48% +$775K 0.08% 174
2015
Q4 		$1.63M Buy
18,484
+3,855
+26% +$317K 0.05% 227
2015
Q3 		$1.13M Buy
14,629
+123
+0.8% +$9.01K 0.04% 272
2015
Q2 		$946K Sell
14,506
-2,940
-17% -$199K 0.03% 299
2015
Q1 		$1.18M Buy
17,446
+5,755
+49% +$377K 0.04% 255
2014
Q4 		$686K Buy
11,691
+78
+0.7% +$4.47K 0.02% 336
2014
Q3 		$599K Buy
+11,613
New +$613K 0.02% 361

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Zacks Investment Management's EXR Position: Q1 2023 in Review

Zacks Investment Management sold out of Extra Space Storage (EXR) in Q1 2023, closing a stake of 1,971 shares — an estimated $290K sold.

Zacks Investment Management first reported a position in EXR in Q3 2014 and held it in 19 quarters. The position peaked at $4.41M in Q4 2021. 579 funds tracked by Wall St. Rank hold EXR as of Q1 2023.

  • Zacks Investment Management reported no remaining Extra Space Storage position as of Q1 2023 after selling out during the quarter.
  • Zacks Investment Management sold 1,971 Extra Space Storage shares in Q1 2023, an estimated $290K.
  • Zacks Investment Management first reported a position in Extra Space Storage in Q3 2014 and held it in 19 quarters.
  • Zacks Investment Management's Extra Space Storage position peaked at $4.41M in Q4 2021.
  • 579 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2023.

Based on Zacks Investment Management's 13F filing for Q1 2023, filed 15 May 2023.