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Lake Point Wealth Management’s Extra Space Storage EXR Stock Holding History

Lake Point Wealth 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
Q2 		$2K Hold
10
– – ﹤0.01% 316
2022
Q1 		$2K Buy
+10
New +$1.99K ﹤0.01% 324

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

Lake Point Wealth Management's EXR Position: Q2 2022 in Review

Lake Point Wealth Management held its Extra Space Storage (EXR) position steady in Q2 2022 at 10 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #316.

Lake Point Wealth Management first reported a position in EXR in Q1 2022 and has held it in 2 quarters since. 637 funds tracked by Wall St. Rank hold EXR as of Q2 2022.

  • Lake Point Wealth Management held 10 shares of Extra Space Storage worth $2K as of Q2 2022.
  • Lake Point Wealth Management left its Extra Space Storage share count unchanged in Q2 2022.
  • Extra Space Storage made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #316 holding.
  • Lake Point Wealth Management first reported a position in Extra Space Storage in Q1 2022 and has held it in 2 quarters since.
  • 637 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.