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Berger Financial Group’s Extra Space Storage EXR Stock Holding History

Berger Financial Group’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
2021
Q1 		– Sell
-37,361
Closed -$4.33M – 207
2020
Q4 		$4.33M Buy
+37,361
New +$4.25M 0.76% 39

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Berger Financial Group's EXR Position: Q1 2021 in Review

Berger Financial Group sold out of Extra Space Storage (EXR) in Q1 2021, closing a stake of 37,361 shares — an estimated $4.33M sold.

Berger Financial Group first reported a position in EXR in Q4 2020 and held it in 1 quarter. The position peaked at $4.33M in Q4 2020. 521 funds tracked by Wall St. Rank hold EXR as of Q1 2021.

  • Berger Financial Group reported no remaining Extra Space Storage position as of Q1 2021 after selling out during the quarter.
  • Berger Financial Group sold 37,361 Extra Space Storage shares in Q1 2021, an estimated $4.33M.
  • Berger Financial Group first reported a position in Extra Space Storage in Q4 2020 and held it in 1 quarter.
  • Berger Financial Group's Extra Space Storage position peaked at $4.33M in Q4 2020.
  • 521 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2021.

Based on Berger Financial Group's 13F filing for Q1 2021, filed 12 May 2021.