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

BerganKDV 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 Q2	–	Sell	-2	Closed	-$326	–	943
2023 Q1	$326	Hold	2	–	–	﹤0.01%	1012
2022 Q4	$294	Buy	+2	New	+$320	﹤0.01%	993
2020 Q2	–	Sell	-13	Closed	-$1K	–	996
2020 Q1	$1K	Hold	13	–	–	﹤0.01%	816
2019 Q4	$1K	Hold	13	–	–	﹤0.01%	841
2019 Q3	$2K	Buy	+13	New	+$1.5K	﹤0.01%	633
2019 Q2	–	Hold	0	–	–	–	696
2019 Q1	–	Hold	0	–	–	–	690
2018 Q4	–	Hold	0	–	–	–	655

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

BerganKDV Wealth Management's EXR Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of Extra Space Storage (EXR) in Q2 2023, closing a stake of 2 shares — an estimated $326 sold.

BerganKDV Wealth Management first reported a position in EXR in Q3 2019 and held it in 5 quarters. The position peaked at $2K in Q3 2019. 578 funds tracked by Wall St. Rank hold EXR as of Q2 2023.

BerganKDV Wealth Management reported no remaining Extra Space Storage position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 2 Extra Space Storage shares in Q2 2023, an estimated $326.
BerganKDV Wealth Management first reported a position in Extra Space Storage in Q3 2019 and held it in 5 quarters.
BerganKDV Wealth Management's Extra Space Storage position peaked at $2K in Q3 2019.
578 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.