Number of Shares
38,640.00
Current Holdings Value*
$5.74 Mil
% of Portfolio
2.49%
Total Estimate Gain
$1.77 Mil
% of Total Estimate Gain
35.57%

Jacobsen Capital Management's Extra Space Storage Inc Holding Summary

As of 2025-03-31, Jacobsen Capital Management held 38,640.00 shares of Extra Space Storage Inc(EXR), totaling $5.74 Mil. This investment constitutes 2.49% of their stock portfolio, and Jacobsen Capital Management now holds 0.02% of the outstanding Extra Space Storage Inc(EXR) stock.

The initial trade took place in 2019Q2. And since then Jacobsen Capital Management has made 4 purchases of EXR, at an average price of $105.35, for a total of 47,133.00 shares. In addition, there have been 12 sales at an average price of $108.16 for 8,493.00 shares. Based on historical transaction data and EXR's current price of $150.45, Jacobsen Capital Management's estimated gain on his EXR holdings is $1.77 Mil, reflecting a 35.57% gain to date.

Jacobsen Capital Management EXR ($150.45) Holding Chart

Jacobsen Capital Management EXR ($150.45) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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