Liberty Wealth Management’s Extra Space Storage EXR Stock Holding History

Liberty 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 Q3	$253K	Buy	1,467 +22	+2%	+$4.16K	0.07%	124
2022 Q2	$245K	Sell	1,445 -98	-6%	-$18.2K	0.1%	122
2022 Q1	$317K	Buy	1,543 +30	+2%	+$5.96K	0.11%	104
2021 Q4	$343	Sell	1,513 -605	-29%	-$120K	0.01%	116
2021 Q3	$368K	Buy	2,118 +441	+26%	+$78K	0.13%	101
2021 Q2	$275K	Sell	1,677 -20	-1%	-$3K	0.11%	102
2021 Q1	$197K	Hold	1,697	–	–	0.1%	109
2020 Q4	$197K	Sell	1,697 -305	-15%	-$34.7K	0.1%	108
2020 Q3	$214K	Sell	2,002 -19	-0.9%	-$1.96K	0.13%	89
2020 Q2	$187K	Sell	2,021 -8	-0.4%	-$744	0.13%	95
2020 Q1	$194K	Buy	2,029 +329	+19%	+$34.3K	0.17%	92
2019 Q4	$179K	Hold	1,700	–	–	0.14%	111
2019 Q3	$199K	Hold	1,700	–	–	0.19%	96
2019 Q2	$180K	Sell	1,700 -181	-10%	-$19K	0.16%	111
2019 Q1	$191K	Hold	1,881	–	–	0.14%	90
2018 Q4	$170K	Buy	+1,881	New	+$171K	0.13%	94

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

Liberty Wealth Management's EXR Position: Q3 2022 in Review

Liberty Wealth Management increased its Extra Space Storage (EXR) stake by 1.5% in Q3 2022, buying an estimated $4.16K and bringing the position to 1,467 shares worth $253K. The position accounts for 0.07% of the portfolio, ranked #124.

Liberty Wealth Management first reported a position in EXR in Q4 2018 and has held it in 16 quarters since. The position peaked at $368K in Q3 2021. 628 funds tracked by Wall St. Rank hold EXR as of Q3 2022.

Liberty Wealth Management held 1,467 shares of Extra Space Storage worth $253K as of Q3 2022.
Liberty Wealth Management bought 22 Extra Space Storage shares in Q3 2022, an estimated $4.16K.
Extra Space Storage made up 0.07% of Liberty Wealth Management's portfolio in Q3 2022, its #124 holding.
Liberty Wealth Management first reported a position in Extra Space Storage in Q4 2018 and has held it in 16 quarters since.
Liberty Wealth Management's Extra Space Storage position peaked at $368K in Q3 2021.
628 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2022.

Based on Liberty Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.