BDO Wealth Advisors’s Extra Space Storage EXR Stock Holding History

BDO Wealth 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
2023 Q2	$5.95K	Buy	40 +15	+60%	+$2.26K	﹤0.01%	753
2023 Q1	$4.07K	Hold	25	–	–	﹤0.01%	821
2022 Q4	$3.68K	Hold	25	–	–	﹤0.01%	800
2022 Q3	$4K	Hold	25	–	–	﹤0.01%	843
2022 Q2	$4K	Hold	25	–	–	﹤0.01%	812
2022 Q1	$5K	Hold	25	–	–	﹤0.01%	814
2021 Q4	$6K	Hold	25	–	–	﹤0.01%	797
2021 Q3	$4K	Hold	25	–	–	﹤0.01%	860
2021 Q2	$4K	Hold	25	–	–	﹤0.01%	894
2021 Q1	$3K	Buy	+25	New	+$3.03K	﹤0.01%	931
2018 Q1	–	Sell	-300	Closed	-$26K	–	585
2017 Q4	$26K	Buy	+300	New	+$25.3K	0.01%	255

Other funds holding EXR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Norges Bank Oslo, Norway $935B AUM

BDO Wealth Advisors's EXR Position: Q2 2023 in Review

BDO Wealth Advisors increased its Extra Space Storage (EXR) stake by 60% in Q2 2023, buying an estimated $2.26K and bringing the position to 40 shares worth $5.95K. The position accounts for ﹤0.01% of the portfolio, ranked #753.

BDO Wealth Advisors first reported a position in EXR in Q4 2017 and has held it in 11 quarters since. The position peaked at $26K in Q4 2017. 578 funds tracked by Wall St. Rank hold EXR as of Q2 2023.

BDO Wealth Advisors held 40 shares of Extra Space Storage worth $5.95K as of Q2 2023.
BDO Wealth Advisors bought 15 Extra Space Storage shares in Q2 2023, an estimated $2.26K.
Extra Space Storage made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #753 holding.
BDO Wealth Advisors first reported a position in Extra Space Storage in Q4 2017 and has held it in 11 quarters since.
BDO Wealth Advisors's Extra Space Storage position peaked at $26K in Q4 2017.
578 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.