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Extra Space Storage shares owned by Pacific Capital Wealth Advisors

Quarter-by-quarter ownership of Extra Space Storage (EXR) shares owned by Pacific Capital Wealth Advisors from 13F filings

Historical chart of Pacific Capital Wealth Advisors investment in Extra Space Storage

Tip: Access up to 7 years of quarterly data

All positions including Extra Space Storage held by Pacific Capital Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Extra Space Storage by Pacific Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $52k 350 149.60
2024-09-30 $63k 350 180.19
2024-06-30 $54k 350 155.41

More positions owned by Pacific Capital Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Microstrategy Cl A New (MSTR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Ishares Biotech (IBB)

View all positions for Pacific Capital Wealth Advisors

Top funds holding Extra Space Storage

Vanguard Group
BlackRock
Capital World Investors
State Street Corporation
Cohen & Steers Capital Management
Principal Financial Group
Norges Bank Investment Management
Geode Capital Management
Capital Research and Management Company - Division 3
Dimensional Fund Advisors
Massachusetts Financial Services
Northern Trust
Invesco
APG Asset Management US
Charles Schwab Investment Management

View all funds holding Extra Space Storage