FourThought Financial’s Extra Space Storage EXR Stock Holding History

FourThought Financial’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	$25K	Hold	145	–	–	﹤0.01%	804
2022 Q2	$25K	Buy	145 +13	+10%	+$2.41K	﹤0.01%	810
2022 Q1	$27K	Buy	132 +8	+6%	+$1.59K	﹤0.01%	830
2021 Q4	$28K	Hold	124	–	–	﹤0.01%	837
2021 Q3	$20K	Hold	124	–	–	﹤0.01%	949
2021 Q2	$20K	Buy	124 +22	+22%	+$3.3K	﹤0.01%	943
2021 Q1	$13K	Hold	102	–	–	﹤0.01%	1002
2020 Q4	$11K	Buy	+102	New	+$11.6K	﹤0.01%	1000

Other funds holding EXR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FourThought Financial's EXR Position: Q3 2022 in Review

FourThought Financial held its Extra Space Storage (EXR) position steady in Q3 2022 at 145 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #804.

FourThought Financial first reported a position in EXR in Q4 2020 and has held it in 8 quarters since. The position peaked at $28K in Q4 2021. 629 funds tracked by Wall St. Rank hold EXR as of Q3 2022.

FourThought Financial held 145 shares of Extra Space Storage worth $25K as of Q3 2022.
FourThought Financial left its Extra Space Storage share count unchanged in Q3 2022.
Extra Space Storage made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #804 holding.
FourThought Financial first reported a position in Extra Space Storage in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Extra Space Storage position peaked at $28K in Q4 2021.
629 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.