CPC
EXR icon

Consolidated Planning Corp’s Extra Space Storage EXR Stock Holding History

Consolidated Planning Corp’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 		– Sell
-9
Closed -$2K – 193
2021
Q3 		$2K Buy
+9
New +$1.59K ﹤0.01% 405

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Consolidated Planning Corp's EXR Position: Q4 2021 in Review

Consolidated Planning Corp sold out of Extra Space Storage (EXR) in Q4 2021, closing a stake of 9 shares — an estimated $2K sold.

Consolidated Planning Corp first reported a position in EXR in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 640 funds tracked by Wall St. Rank hold EXR as of Q4 2021.

  • Consolidated Planning Corp reported no remaining Extra Space Storage position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 9 Extra Space Storage shares in Q4 2021, an estimated $2K.
  • Consolidated Planning Corp first reported a position in Extra Space Storage in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's Extra Space Storage position peaked at $2K in Q3 2021.
  • 640 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.