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

Minot 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 		$231K Buy
1,358
+1
+0.1% +$185 0.06% 165
2022
Q1 		$279K Sell
1,357
-2
-0.1% -$398 0.06% 165
2021
Q4 		$308K Sell
1,359
-1
-0.1% -$198 0.06% 161
2021
Q3 		$228K Buy
+1,360
New +$240K 0.05% 183

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 $3.37T AUM 44.26% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Minot Wealth Management's EXR Position: Q2 2022 in Review

Minot Wealth Management increased its Extra Space Storage (EXR) stake by 0.07% in Q2 2022, buying an estimated $185 and bringing the position to 1,358 shares worth $231K. The position accounts for 0.06% of the portfolio, ranked #165.

Minot Wealth Management first reported a position in EXR in Q3 2021 and has held it in 4 quarters since. The position peaked at $308K in Q4 2021. 638 funds tracked by Wall St. Rank hold EXR as of Q2 2022.

  • Minot Wealth Management held 1,358 shares of Extra Space Storage worth $231K as of Q2 2022.
  • Minot Wealth Management bought 1 Extra Space Storage share in Q2 2022, an estimated $185.
  • Extra Space Storage made up 0.06% of Minot Wealth Management's portfolio in Q2 2022, its #165 holding.
  • Minot Wealth Management first reported a position in Extra Space Storage in Q3 2021 and has held it in 4 quarters since.
  • Minot Wealth Management's Extra Space Storage position peaked at $308K in Q4 2021.
  • 638 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.