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Fulcrum Equity Management’s Extra Space Storage EXR Stock Holding History

Fulcrum Equity 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
2022
Q1 		– Sell
-1,093
Closed -$248K – 140
2021
Q4 		$248K Buy
+1,093
New +$217K 0.09% 154
2019
Q4 		– Sell
-28
Closed -$3K – 125
2019
Q3 		$3K Buy
+28
New +$3.24K ﹤0.01% 189

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

Fulcrum Equity Management's EXR Position: Q1 2022 in Review

Fulcrum Equity Management sold out of Extra Space Storage (EXR) in Q1 2022, closing a stake of 1,093 shares — an estimated $248K sold.

Fulcrum Equity Management first reported a position in EXR in Q3 2019 and held it in 2 quarters. The position peaked at $248K in Q4 2021. 656 funds tracked by Wall St. Rank hold EXR as of Q1 2022.

  • Fulcrum Equity Management reported no remaining Extra Space Storage position as of Q1 2022 after selling out during the quarter.
  • Fulcrum Equity Management sold 1,093 Extra Space Storage shares in Q1 2022, an estimated $248K.
  • Fulcrum Equity Management first reported a position in Extra Space Storage in Q3 2019 and held it in 2 quarters.
  • Fulcrum Equity Management's Extra Space Storage position peaked at $248K in Q4 2021.
  • 656 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2022.

Based on Fulcrum Equity Management's 13F filing for Q1 2022, filed 15 Apr 2022.