Perpetual Investment Management’s Extra Space Storage EXR Stock Holding History

Perpetual Investment 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 Q4	$221K	Hold	1,500	–	–	0.03%	199
2022 Q3	$259K	Hold	1,500	–	–	0.04%	187
2022 Q2	$255K	Hold	1,500	–	–	0.04%	188
2022 Q1	$308K	Hold	1,500	–	–	0.04%	187
2021 Q4	$340K	Hold	1,500	–	–	0.04%	185
2021 Q3	$252K	Hold	1,500	–	–	0.03%	195
2021 Q2	$246K	Buy	+1,500	New	+$225K	0.03%	198

Other funds holding EXR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Perpetual Investment Management's EXR Position: Q4 2022 in Review

Perpetual Investment Management held its Extra Space Storage (EXR) position steady in Q4 2022 at 1,500 shares worth $221K. The position accounts for 0.03% of the portfolio, ranked #199.

Perpetual Investment Management first reported a position in EXR in Q2 2021 and has held it in 7 quarters since. The position peaked at $340K in Q4 2021. 590 funds tracked by Wall St. Rank hold EXR as of Q4 2022.

Perpetual Investment Management held 1,500 shares of Extra Space Storage worth $221K as of Q4 2022.
Perpetual Investment Management left its Extra Space Storage share count unchanged in Q4 2022.
Extra Space Storage made up 0.03% of Perpetual Investment Management's portfolio in Q4 2022, its #199 holding.
Perpetual Investment Management first reported a position in Extra Space Storage in Q2 2021 and has held it in 7 quarters since.
Perpetual Investment Management's Extra Space Storage position peaked at $340K in Q4 2021.
590 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2022.

Based on Perpetual Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.