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Johanson Financial Advisors’s Extra Space Storage EXR Stock Holding History

Johanson Financial 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
2021
Q4 		$435K Buy
+1,921
New +$381K 0.13% 92
2016
Q4 		– Sell
-4,826
Closed -$384K – 24
2016
Q3 		$384K Buy
4,826
+2,585
+115% +$218K 0.41% 52
2016
Q2 		$208K Buy
+2,241
New +$202K 0.24% 67

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Johanson Financial Advisors's EXR Position: Q4 2021 in Review

Johanson Financial Advisors opened a new position in Extra Space Storage (EXR) in Q4 2021: 1,921 shares worth $435K. The stake represents 0.13% of the portfolio and ranks #92 among its holdings. This is a return to the name: Johanson Financial Advisors previously reported a position in EXR as recently as Q3 2016.

Johanson Financial Advisors first reported a position in EXR in Q2 2016 and has held it in 3 quarters since. 640 funds tracked by Wall St. Rank hold EXR as of Q4 2021.

  • Johanson Financial Advisors held 1,921 shares of Extra Space Storage worth $435K as of Q4 2021.
  • Extra Space Storage was a new Johanson Financial Advisors position in Q4 2021.
  • Extra Space Storage made up 0.13% of Johanson Financial Advisors's portfolio in Q4 2021, its #92 holding.
  • Johanson Financial Advisors first reported a position in Extra Space Storage in Q2 2016 and has held it in 3 quarters since.
  • 640 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.