FWM
EXR icon

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

Filbrandt 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
2020
Q3 		– Sell
-213
Closed -$20K – 222
2020
Q2 		$20K Buy
+213
New +$19.8K 0.02% 195

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Filbrandt Wealth Management's EXR Position: Q3 2020 in Review

Filbrandt Wealth Management sold out of Extra Space Storage (EXR) in Q3 2020, closing a stake of 213 shares — an estimated $20K sold.

Filbrandt Wealth Management first reported a position in EXR in Q2 2020 and held it in 1 quarter. The position peaked at $20K in Q2 2020. 483 funds tracked by Wall St. Rank hold EXR as of Q3 2020.

  • Filbrandt Wealth Management reported no remaining Extra Space Storage position as of Q3 2020 after selling out during the quarter.
  • Filbrandt Wealth Management sold 213 Extra Space Storage shares in Q3 2020, an estimated $20K.
  • Filbrandt Wealth Management first reported a position in Extra Space Storage in Q2 2020 and held it in 1 quarter.
  • Filbrandt Wealth Management's Extra Space Storage position peaked at $20K in Q2 2020.
  • 483 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2020.

Based on Filbrandt Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.