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

FFT 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
2021
Q3 		– Sell
-853
Closed -$140K – 156
2021
Q2 		$140K Buy
+853
New +$128K 0.03% 86

Other funds holding EXR

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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
AAMU
APG Asset Management US New York $13B AUM 5.3% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FFT Wealth Management's EXR Position: Q3 2021 in Review

FFT Wealth Management sold out of Extra Space Storage (EXR) in Q3 2021, closing a stake of 853 shares — an estimated $140K sold.

FFT Wealth Management first reported a position in EXR in Q2 2021 and held it in 1 quarter. The position peaked at $140K in Q2 2021. 584 funds tracked by Wall St. Rank hold EXR as of Q3 2021.

  • FFT Wealth Management reported no remaining Extra Space Storage position as of Q3 2021 after selling out during the quarter.
  • FFT Wealth Management sold 853 Extra Space Storage shares in Q3 2021, an estimated $140K.
  • FFT Wealth Management first reported a position in Extra Space Storage in Q2 2021 and held it in 1 quarter.
  • FFT Wealth Management's Extra Space Storage position peaked at $140K in Q2 2021.
  • 584 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2021.

Based on FFT Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.