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Fortis Group Advisors’s Extra Space Storage EXR Stock Holding History

Fortis Group 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
2020
Q3 		$290K Buy
+2,718
New +$281K 0.06% 148

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

Fortis Group Advisors's EXR Position: Q3 2020 in Review

Fortis Group Advisors opened a new position in Extra Space Storage (EXR) in Q3 2020: 2,718 shares worth $290K. The stake represents 0.06% of the portfolio and ranks #148 among its holdings.

483 funds tracked by Wall St. Rank hold EXR as of Q3 2020.

  • Fortis Group Advisors held 2,718 shares of Extra Space Storage worth $290K as of Q3 2020.
  • Extra Space Storage was a new Fortis Group Advisors position in Q3 2020.
  • Extra Space Storage made up 0.06% of Fortis Group Advisors's portfolio in Q3 2020, its #148 holding.
  • 483 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2020.

Based on Fortis Group Advisors's 13F filing for Q3 2020, filed 17 Nov 2020.