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Morton Brown Family Wealth’s Extra Space Storage EXR Stock Holding History

Morton Brown Family Wealth’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 		– Sell
-1
Closed – – 253
2022
Q2 		$0 Buy
+1
New +$185 ﹤0.01% 279

Other funds holding EXR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morton Brown Family Wealth's EXR Position: Q3 2022 in Review

Morton Brown Family Wealth sold out of Extra Space Storage (EXR) in Q3 2022, closing a stake of 1 share.

Morton Brown Family Wealth first reported a position in EXR in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 628 funds tracked by Wall St. Rank hold EXR as of Q3 2022.

  • Morton Brown Family Wealth reported no remaining Extra Space Storage position as of Q3 2022 after selling out during the quarter.
  • Morton Brown Family Wealth sold 1 Extra Space Storage share in Q3 2022.
  • Morton Brown Family Wealth first reported a position in Extra Space Storage in Q2 2022 and held it in 1 quarter.
  • Morton Brown Family Wealth's Extra Space Storage position peaked at $0 in Q2 2022.
  • 628 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2022.

Based on Morton Brown Family Wealth's 13F filing for Q3 2022, filed 31 Oct 2022.