LifePlan Financial Group’s Extra Space Storage EXR Stock Holding History

LifePlan Financial Group’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
2020 Q3	$72K	Hold	670	–	–	0.03%	220
2020 Q2	$62K	Sell	670 -720	-52%	-$66.9K	0.03%	223
2020 Q1	$133K	Hold	1,390	–	–	0.07%	145
2019 Q4	$147K	Hold	1,390	–	–	0.07%	154
2019 Q3	$162K	Hold	1,390	–	–	0.08%	141
2019 Q2	$147K	Hold	1,390	–	–	0.07%	145
2019 Q1	$142K	Hold	1,390	–	–	0.08%	152
2018 Q4	$126K	Hold	1,390	–	–	0.08%	155
2018 Q3	$120K	Hold	1,390	–	–	0.06%	165
2018 Q2	$139K	Hold	1,390	–	–	0.08%	150
2018 Q1	$121K	Buy	+1,390	New	+$117K	0.07%	147

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LifePlan Financial Group's EXR Position: Q3 2020 in Review

LifePlan Financial Group held its Extra Space Storage (EXR) position steady in Q3 2020 at 670 shares worth $72K. The position accounts for 0.03% of the portfolio, ranked #220.

LifePlan Financial Group first reported a position in EXR in Q1 2018 and has held it in 11 quarters since. The position peaked at $162K in Q3 2019. 483 funds tracked by Wall St. Rank hold EXR as of Q3 2020.

LifePlan Financial Group held 670 shares of Extra Space Storage worth $72K as of Q3 2020.
LifePlan Financial Group left its Extra Space Storage share count unchanged in Q3 2020.
Extra Space Storage made up 0.03% of LifePlan Financial Group's portfolio in Q3 2020, its #220 holding.
LifePlan Financial Group first reported a position in Extra Space Storage in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's Extra Space Storage position peaked at $162K in Q3 2019.
483 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.