OWM
EXR icon

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

OneAscent 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
2021
Q1 		$462K Buy
3,484
+182
+6% +$22K 0.2% 124
2020
Q4 		$383K Buy
+3,302
New +$376K 0.17% 136

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

OneAscent Wealth Management's EXR Position: Q1 2021 in Review

OneAscent Wealth Management increased its Extra Space Storage (EXR) stake by 5.5% in Q1 2021, buying an estimated $22K and bringing the position to 3,484 shares worth $462K. The position accounts for 0.2% of the portfolio, ranked #124.

OneAscent Wealth Management first reported a position in EXR in Q4 2020 and has held it in 2 quarters since. 521 funds tracked by Wall St. Rank hold EXR as of Q1 2021.

  • OneAscent Wealth Management held 3,484 shares of Extra Space Storage worth $462K as of Q1 2021.
  • OneAscent Wealth Management bought 182 Extra Space Storage shares in Q1 2021, an estimated $22K.
  • Extra Space Storage made up 0.2% of OneAscent Wealth Management's portfolio in Q1 2021, its #124 holding.
  • OneAscent Wealth Management first reported a position in Extra Space Storage in Q4 2020 and has held it in 2 quarters since.
  • 521 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2021.

Based on OneAscent Wealth Management's 13F filing for Q1 2021, filed 27 Apr 2021.