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Blueprint Investment Partners’s Extra Space Storage EXR Stock Holding History

Blueprint Investment Partners’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
2022
Q4 		– Sell
-1,572
Closed -$272K – 240
2022
Q3 		$272K Buy
+1,572
New +$297K 0.07% 109
2022
Q2 		– Sell
-883
Closed -$182K – 176
2022
Q1 		$182K Sell
883
-277
-24% -$55.1K 0.05% 181
2021
Q4 		$263K Buy
1,160
+170
+17% +$33.7K 0.06% 165
2021
Q3 		$166K Buy
+990
New +$175K 0.08% 148

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Blueprint Investment Partners's EXR Position: Q4 2022 in Review

Blueprint Investment Partners sold out of Extra Space Storage (EXR) in Q4 2022, closing a stake of 1,572 shares — an estimated $272K sold.

Blueprint Investment Partners first reported a position in EXR in Q3 2021 and held it in 4 quarters. The position peaked at $272K in Q3 2022. 589 funds tracked by Wall St. Rank hold EXR as of Q4 2022.

  • Blueprint Investment Partners reported no remaining Extra Space Storage position as of Q4 2022 after selling out during the quarter.
  • Blueprint Investment Partners sold 1,572 Extra Space Storage shares in Q4 2022, an estimated $272K.
  • Blueprint Investment Partners first reported a position in Extra Space Storage in Q3 2021 and held it in 4 quarters.
  • Blueprint Investment Partners's Extra Space Storage position peaked at $272K in Q3 2022.
  • 589 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2022.

Based on Blueprint Investment Partners's 13F filing for Q4 2022, filed 14 Feb 2023.