Burleson & Co’s Extra Space Storage EXR Stock Holding History

Burleson & Co’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 Q3	–	Sell	-10	Closed	-$2K	–	430
2022 Q2	$2K	Buy	+10	New	+$1.85K	﹤0.01%	341

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

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

Burleson & Co's EXR Position: Q3 2022 in Review

Burleson & Co sold out of Extra Space Storage (EXR) in Q3 2022, closing a stake of 10 shares — an estimated $2K sold.

Burleson & Co first reported a position in EXR in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 629 funds tracked by Wall St. Rank hold EXR as of Q3 2022.

Burleson & Co reported no remaining Extra Space Storage position as of Q3 2022 after selling out during the quarter.
Burleson & Co sold 10 Extra Space Storage shares in Q3 2022, an estimated $2K.
Burleson & Co first reported a position in Extra Space Storage in Q2 2022 and held it in 1 quarter.
Burleson & Co's Extra Space Storage position peaked at $2K in Q2 2022.
629 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2022.

Based on Burleson & Co's 13F filing for Q3 2022, filed 17 Oct 2022.