Ownership history in HoyleCohen, LLC · 3 quarters on record
This page tracks every 13F SEC filing in which HoyleCohen, LLC reported a position in EXTRA SPACE STORAGE INC (EXR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q1 | REDUCED | 3,340 | -207 | -5.8% | 0.04% | $491K | $134.81 |
| 2023 Q4 | UNCHANGED | 3,547 | — | 0% | 0.05% | $569K | $145.42 |
| 2023 Q3 | INITIATED | 3,547 | — | — | 0.04% | $431K | — |
As of 2025 Q4 — sorted by position size