Berman Capital Advisors’s Extra Space Storage EXR Stock Holding History

Berman Capital 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
2021 Q3	$48K	Buy	291 +123	+73%	+$21.7K	0.01%	689
2021 Q2	$27K	Buy	168 +43	+34%	+$6.44K	﹤0.01%	792
2021 Q1	$16K	Buy	125 +12	+11%	+$1.45K	﹤0.01%	863
2020 Q4	$13K	Buy	113 +15	+15%	+$1.71K	﹤0.01%	814
2020 Q3	$9K	Hold	98	–	–	﹤0.01%	826
2020 Q2	$8K	Buy	98 +6	+7%	+$558	﹤0.01%	833
2020 Q1	$7K	Buy	92 +35	+61%	+$3.64K	﹤0.01%	765
2019 Q4	$6K	Hold	57	–	–	﹤0.01%	918
2019 Q3	$6K	Hold	57	–	–	﹤0.01%	887
2019 Q2	$6K	Hold	57	–	–	﹤0.01%	900
2019 Q1	$5K	Hold	57	–	–	﹤0.01%	859
2018 Q4	$5K	Buy	+57	New	+$5.18K	﹤0.01%	680

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

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 $204B AUM 27.99% 1-Year Est. Return

AAMU

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Berman Capital Advisors's EXR Position: Q3 2021 in Review

Berman Capital Advisors increased its Extra Space Storage (EXR) stake by 73% in Q3 2021, buying an estimated $21.7K and bringing the position to 291 shares worth $48K. The position accounts for 0.01% of the portfolio, ranked #689.

Berman Capital Advisors first reported a position in EXR in Q4 2018 and has held it in 12 quarters since. 585 funds tracked by Wall St. Rank hold EXR as of Q3 2021.

Berman Capital Advisors held 291 shares of Extra Space Storage worth $48K as of Q3 2021.
Berman Capital Advisors bought 123 Extra Space Storage shares in Q3 2021, an estimated $21.7K.
Extra Space Storage made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #689 holding.
Berman Capital Advisors first reported a position in Extra Space Storage in Q4 2018 and has held it in 12 quarters since.
585 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.