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Fort Washington Investment Advisors’s Extra Space Storage EXR Stock Holding History

Fort Washington Investment 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
Q2 		– Sell
-4,933
Closed -$1.01M – 441
2022
Q1 		$1.01M Buy
4,933
+200
+4% +$39.8K 0.01% 307
2021
Q4 		$1.07M Sell
4,733
-1,900
-29% -$377K 0.01% 316
2021
Q3 		$1.11M Sell
6,633
-1,500
-18% -$265K 0.01% 306
2021
Q2 		$1.33M Sell
8,133
-500
-6% -$74.9K 0.01% 292
2021
Q1 		$1.14M Buy
8,633
+2,300
+36% +$278K 0.01% 299
2020
Q4 		$734K Buy
6,333
+1,700
+37% +$194K 0.01% 341
2020
Q3 		$496K Sell
4,633
-1,900
-29% -$196K 0.01% 370
2020
Q2 		$603K Buy
6,533
+500
+8% +$46.5K 0.01% 359
2020
Q1 		$578K Buy
6,033
+1,000
+20% +$104K 0.01% 318
2019
Q4 		$532K Buy
5,033
+1,400
+39% +$153K 0.01% 379
2019
Q3 		$424K Sell
3,633
-800
-18% -$92.5K ﹤0.01% 401
2019
Q2 		$470K Sell
4,433
-1,462
-25% -$154K 0.01% 394
2019
Q1 		$601K Sell
5,895
-1,000
-15% -$96K 0.01% 370
2018
Q4 		$624K Buy
6,895
+300
+5% +$27.3K 0.01% 373
2018
Q3 		$571K Buy
6,595
+1,600
+32% +$149K 0.01% 413
2018
Q2 		$499K Sell
4,995
-1,300
-21% -$121K 0.01% 430
2018
Q1 		$550K Buy
6,295
+1,200
+24% +$101K 0.01% 429
2017
Q4 		$446K Sell
5,095
-1,800
-26% -$152K ﹤0.01% 491
2017
Q3 		$551K Sell
6,895
-9,505
-58% -$740K 0.01% 386
2017
Q2 		$1.28M Buy
16,400
+200
+1% +$15.3K 0.02% 274
2017
Q1 		$1.21M Buy
16,200
+1,400
+9% +$106K 0.02% 292
2016
Q4 		$1.14M Buy
14,800
+4,800
+48% +$353K 0.02% 284
2016
Q3 		$794K Buy
10,000
+5,200
+108% +$439K 0.01% 298
2016
Q2 		$444K Buy
+4,800
New +$434K 0.01% 366

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fort Washington Investment Advisors's EXR Position: Q2 2022 in Review

Fort Washington Investment Advisors sold out of Extra Space Storage (EXR) in Q2 2022, closing a stake of 4,933 shares — an estimated $1.01M sold.

Fort Washington Investment Advisors first reported a position in EXR in Q2 2016 and held it in 24 quarters. The position peaked at $1.33M in Q2 2021. 637 funds tracked by Wall St. Rank hold EXR as of Q2 2022.

  • Fort Washington Investment Advisors reported no remaining Extra Space Storage position as of Q2 2022 after selling out during the quarter.
  • Fort Washington Investment Advisors sold 4,933 Extra Space Storage shares in Q2 2022, an estimated $1.01M.
  • Fort Washington Investment Advisors first reported a position in Extra Space Storage in Q2 2016 and held it in 24 quarters.
  • Fort Washington Investment Advisors's Extra Space Storage position peaked at $1.33M in Q2 2021.
  • 637 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2022.

Based on Fort Washington Investment Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.