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

MinichMacGregor 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 Q4	–	Sell	-10,729	Closed	-$1.85M	–	697
2022 Q3	$1.85M	Buy	10,729 +580	+6%	+$110K	0.74%	32
2022 Q2	$1.73M	Buy	10,149 +471	+5%	+$87.3K	0.71%	36
2022 Q1	$1.99M	Buy	9,678 +591	+7%	+$118K	0.64%	40
2021 Q4	$2.06M	Buy	+9,087	New	+$1.8M	0.63%	39
2018 Q3	–	Sell	-948	Closed	-$93K	–	536
2018 Q2	$93K	Buy	+948	New	+$88.3K	0.07%	84
2018 Q1	–	Sell	-752	Closed	-$65K	–	519
2017 Q4	$65K	Buy	+752	New	+$63.4K	0.05%	90

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

MinichMacGregor Wealth Management's EXR Position: Q4 2022 in Review

MinichMacGregor Wealth Management sold out of Extra Space Storage (EXR) in Q4 2022, closing a stake of 10,729 shares — an estimated $1.85M sold.

MinichMacGregor Wealth Management first reported a position in EXR in Q4 2017 and held it in 6 quarters. The position peaked at $2.06M in Q4 2021. 589 funds tracked by Wall St. Rank hold EXR as of Q4 2022.

MinichMacGregor Wealth Management reported no remaining Extra Space Storage position as of Q4 2022 after selling out during the quarter.
MinichMacGregor Wealth Management sold 10,729 Extra Space Storage shares in Q4 2022, an estimated $1.85M.
MinichMacGregor Wealth Management first reported a position in Extra Space Storage in Q4 2017 and held it in 6 quarters.
MinichMacGregor Wealth Management's Extra Space Storage position peaked at $2.06M in Q4 2021.
589 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2022.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.