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Cranbrook Wealth Management’s Extra Space Storage EXR Stock Holding History

Cranbrook Wealth Management’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
Q2 		– Sell
-66
Closed -$14K – 318
2022
Q1 		$14K Hold
66
– – ﹤0.01% 255
2021
Q4 		$15K Hold
66
– – ﹤0.01% 250
2021
Q3 		$11K Hold
66
– – ﹤0.01% 282
2021
Q2 		$11K Sell
66
-22
-25% -$3.3K ﹤0.01% 276
2021
Q1 		$12K Buy
+88
New +$10.7K ﹤0.01% 278

Other funds holding EXR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cranbrook Wealth Management's EXR Position: Q2 2022 in Review

Cranbrook Wealth Management sold out of Extra Space Storage (EXR) in Q2 2022, closing a stake of 66 shares — an estimated $14K sold.

Cranbrook Wealth Management first reported a position in EXR in Q1 2021 and held it in 5 quarters. The position peaked at $15K in Q4 2021. 638 funds tracked by Wall St. Rank hold EXR as of Q2 2022.

  • Cranbrook Wealth Management reported no remaining Extra Space Storage position as of Q2 2022 after selling out during the quarter.
  • Cranbrook Wealth Management sold 66 Extra Space Storage shares in Q2 2022, an estimated $14K.
  • Cranbrook Wealth Management first reported a position in Extra Space Storage in Q1 2021 and held it in 5 quarters.
  • Cranbrook Wealth Management's Extra Space Storage position peaked at $15K in Q4 2021.
  • 638 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2022.

Based on Cranbrook Wealth Management's 13F filing for Q2 2022, filed 28 Jul 2022.