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Baystate Wealth Management’s Extra Space Storage EXR Stock Holding History

Baystate Wealth 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
Q4 		$1.82K Hold
11
– – ﹤0.01% 1082
2023
Q3 		$1.37K Buy
+11
New +$1.48K ﹤0.01% 857

Other funds holding EXR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Baystate Wealth Management's EXR Position: Q4 2023 in Review

Baystate Wealth Management held its Extra Space Storage (EXR) position steady in Q4 2023 at 11 shares worth $1.82K. The position accounts for ﹤0.01% of the portfolio, ranked #1082.

Baystate Wealth Management first reported a position in EXR in Q3 2023 and has held it in 2 quarters since. 713 funds tracked by Wall St. Rank hold EXR as of Q4 2023.

  • Baystate Wealth Management held 11 shares of Extra Space Storage worth $1.82K as of Q4 2023.
  • Baystate Wealth Management left its Extra Space Storage share count unchanged in Q4 2023.
  • Extra Space Storage made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1082 holding.
  • Baystate Wealth Management first reported a position in Extra Space Storage in Q3 2023 and has held it in 2 quarters since.
  • 713 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.