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Osborne Partners Capital Management’s Extra Space Storage EXR Stock Holding History

Osborne Partners Capital 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 		– Sell
-1,043
Closed -$214K – 209
2022
Q1 		$214K Sell
1,043
-557
-35% -$111K 0.02% 199
2021
Q4 		$363K Sell
1,600
-50
-3% -$9.91K 0.03% 171
2021
Q3 		$277K Buy
+1,650
New +$292K 0.02% 178

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Osborne Partners Capital Management's EXR Position: Q2 2022 in Review

Osborne Partners Capital Management sold out of Extra Space Storage (EXR) in Q2 2022, closing a stake of 1,043 shares — an estimated $214K sold.

Osborne Partners Capital Management first reported a position in EXR in Q3 2021 and held it in 3 quarters. The position peaked at $363K in Q4 2021. 638 funds tracked by Wall St. Rank hold EXR as of Q2 2022.

  • Osborne Partners Capital Management reported no remaining Extra Space Storage position as of Q2 2022 after selling out during the quarter.
  • Osborne Partners Capital Management sold 1,043 Extra Space Storage shares in Q2 2022, an estimated $214K.
  • Osborne Partners Capital Management first reported a position in Extra Space Storage in Q3 2021 and held it in 3 quarters.
  • Osborne Partners Capital Management's Extra Space Storage position peaked at $363K in Q4 2021.
  • 638 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2022.

Based on Osborne Partners Capital Management's 13F filing for Q2 2022, filed 1 Aug 2022.