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MPS Loria Financial Planners’s Extra Space Storage EXR Stock Holding History

MPS Loria Financial Planners’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
Q2 		– Sell
-5
Closed – – 264
2021
Q1 		$0 Hold
5
– – ﹤0.01% 588
2020
Q4 		$1K Buy
+5
New +$569 ﹤0.01% 533

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

MPS Loria Financial Planners's EXR Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Extra Space Storage (EXR) in Q2 2021, closing a stake of 5 shares.

MPS Loria Financial Planners first reported a position in EXR in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q4 2020. 525 funds tracked by Wall St. Rank hold EXR as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Extra Space Storage position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 5 Extra Space Storage shares in Q2 2021.
  • MPS Loria Financial Planners first reported a position in Extra Space Storage in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Extra Space Storage position peaked at $1K in Q4 2020.
  • 525 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.