FA
EXR icon

FDx Advisors’s Extra Space Storage EXR Stock Holding History

FDx Advisors’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
-1,246
Closed -$212K – 759
2022
Q2 		$212K Buy
+1,246
New +$231K 0.01% 759
2018
Q4 		– Sell
-2,391
Closed -$207K – 622
2018
Q3 		$207K Sell
2,391
-65
-3% -$6.03K 0.01% 823
2018
Q2 		$245K Sell
2,456
-140
-5% -$13K 0.01% 789
2018
Q1 		$227K Sell
2,596
-289
-10% -$24.3K 0.01% 1087
2017
Q4 		$252K Sell
2,885
-2,616
-48% -$221K 0.01% 1107
2017
Q3 		$440K Buy
+5,501
New +$428K 0.01% 851

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FDx Advisors's EXR Position: Q3 2022 in Review

FDx Advisors sold out of Extra Space Storage (EXR) in Q3 2022, closing a stake of 1,246 shares — an estimated $212K sold.

FDx Advisors first reported a position in EXR in Q3 2017 and held it in 6 quarters. The position peaked at $440K in Q3 2017. 628 funds tracked by Wall St. Rank hold EXR as of Q3 2022.

  • FDx Advisors reported no remaining Extra Space Storage position as of Q3 2022 after selling out during the quarter.
  • FDx Advisors sold 1,246 Extra Space Storage shares in Q3 2022, an estimated $212K.
  • FDx Advisors first reported a position in Extra Space Storage in Q3 2017 and held it in 6 quarters.
  • FDx Advisors's Extra Space Storage position peaked at $440K in Q3 2017.
  • 628 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2022.

Based on FDx Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.