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MD Financial Management’s Extra Space Storage EXR Stock Holding History

MD Financial 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
2021
Q4 		$2.84M Sell
12,529
-4,583
-27% -$908K 0.07% 122
2021
Q3 		$2.88M Buy
+17,112
New +$3.03M 0.07% 95

Other funds holding EXR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MD Financial Management's EXR Position: Q4 2021 in Review

MD Financial Management reduced its Extra Space Storage (EXR) stake by 27% in Q4 2021, selling an estimated $908K and leaving 12,529 shares worth $2.84M. The position accounts for 0.07% of the portfolio, ranked #122.

MD Financial Management first reported a position in EXR in Q3 2021 and has held it in 2 quarters since. The position peaked at $2.88M in Q3 2021. 639 funds tracked by Wall St. Rank hold EXR as of Q4 2021.

  • MD Financial Management held 12,529 shares of Extra Space Storage worth $2.84M as of Q4 2021.
  • MD Financial Management sold 4,583 Extra Space Storage shares in Q4 2021, an estimated $908K.
  • Extra Space Storage made up 0.07% of MD Financial Management's portfolio in Q4 2021, its #122 holding.
  • MD Financial Management first reported a position in Extra Space Storage in Q3 2021 and has held it in 2 quarters since.
  • MD Financial Management's Extra Space Storage position peaked at $2.88M in Q3 2021.
  • 639 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.