IAN
EXR icon

Integrated Advisors Network’s Extra Space Storage EXR Stock Holding History

Integrated Advisors Network’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
2021
Q1 		– Sell
-21,367
Closed -$2.48M – 552
2020
Q4 		$2.48M Sell
21,367
-554
-3% -$63.1K 0.27% 102
2020
Q3 		$2.35M Buy
+21,921
New +$2.27M 0.3% 94

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Integrated Advisors Network's EXR Position: Q1 2021 in Review

Integrated Advisors Network sold out of Extra Space Storage (EXR) in Q1 2021, closing a stake of 21,367 shares — an estimated $2.48M sold.

Integrated Advisors Network first reported a position in EXR in Q3 2020 and held it in 2 quarters. The position peaked at $2.48M in Q4 2020. 521 funds tracked by Wall St. Rank hold EXR as of Q1 2021.

  • Integrated Advisors Network reported no remaining Extra Space Storage position as of Q1 2021 after selling out during the quarter.
  • Integrated Advisors Network sold 21,367 Extra Space Storage shares in Q1 2021, an estimated $2.48M.
  • Integrated Advisors Network first reported a position in Extra Space Storage in Q3 2020 and held it in 2 quarters.
  • Integrated Advisors Network's Extra Space Storage position peaked at $2.48M in Q4 2020.
  • 521 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2021.

Based on Integrated Advisors Network's 13F filing for Q1 2021, filed 17 May 2021.