Castle Financial & Retirement Planning Associates’s Extra Space Storage EXR Stock Holding History

Castle Financial & Retirement Planning Associates’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 Q4	$8K	Buy	+40	New	+$7.93K	0.03%	114

Other funds holding EXR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's EXR Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Extra Space Storage (EXR) in Q4 2021: 40 shares worth $8K. The stake represents 0.03% of the portfolio and ranks #114 among its holdings.

639 funds tracked by Wall St. Rank hold EXR as of Q4 2021.

Castle Financial & Retirement Planning Associates held 40 shares of Extra Space Storage worth $8K as of Q4 2021.
Extra Space Storage was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Extra Space Storage made up 0.03% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #114 holding.
639 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.