American Portfolios Advisors’s Extra Space Storage EXR Stock Holding History

American Portfolios Advisors’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
2022 Q3	$21.6K	Buy	125 +11	+10%	+$2.08K	﹤0.01%	2146
2022 Q2	$19.4K	Buy	114 +1	+0.9%	+$185	﹤0.01%	2248
2022 Q1	$23.2K	Buy	113 +2	+2%	+$398	﹤0.01%	2290
2021 Q4	$25.2K	Sell	111 -38	-26%	-$7.53K	﹤0.01%	2218
2021 Q3	$25K	Sell	149 -70	-32%	-$12.4K	﹤0.01%	2172
2021 Q2	$35.9K	Hold	219	–	–	﹤0.01%	1903
2021 Q1	$29K	Buy	219 +73	+50%	+$8.84K	﹤0.01%	1865
2020 Q4	$16.9K	Buy	+146	New	+$16.6K	﹤0.01%	1897
2018 Q1	–	Sell	-1	Closed	-$116	–	2337
2017 Q4	$116	Buy	+1	New	+$84	﹤0.01%	2243

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Portfolios Advisors's EXR Position: Q3 2022 in Review

American Portfolios Advisors increased its Extra Space Storage (EXR) stake by 9.6% in Q3 2022, buying an estimated $2.08K and bringing the position to 125 shares worth $21.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2146.

American Portfolios Advisors first reported a position in EXR in Q4 2017 and has held it in 9 quarters since. The position peaked at $35.9K in Q2 2021. 629 funds tracked by Wall St. Rank hold EXR as of Q3 2022.

American Portfolios Advisors held 125 shares of Extra Space Storage worth $21.6K as of Q3 2022.
American Portfolios Advisors bought 11 Extra Space Storage shares in Q3 2022, an estimated $2.08K.
Extra Space Storage made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2146 holding.
American Portfolios Advisors first reported a position in Extra Space Storage in Q4 2017 and has held it in 9 quarters since.
American Portfolios Advisors's Extra Space Storage position peaked at $35.9K in Q2 2021.
629 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.