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

Pinnacle 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
2022
Q4 		$1.47M Buy
10,014
+170
+2% +$27.2K 1.78% 33
2022
Q3 		$1.7M Buy
9,844
+138
+1% +$26.1K 2.06% 21
2022
Q2 		$1.65M Buy
+9,706
New +$1.8M 2.32% 26

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Pinnacle Wealth Management's EXR Position: Q4 2022 in Review

Pinnacle Wealth Management increased its Extra Space Storage (EXR) stake by 1.7% in Q4 2022, buying an estimated $27.2K and bringing the position to 10,014 shares worth $1.47M. The position accounts for 1.78% of the portfolio, ranked #33.

Pinnacle Wealth Management first reported a position in EXR in Q2 2022 and has held it in 3 quarters since. The position peaked at $1.7M in Q3 2022. 589 funds tracked by Wall St. Rank hold EXR as of Q4 2022.

  • Pinnacle Wealth Management held 10,014 shares of Extra Space Storage worth $1.47M as of Q4 2022.
  • Pinnacle Wealth Management bought 170 Extra Space Storage shares in Q4 2022, an estimated $27.2K.
  • Extra Space Storage made up 1.78% of Pinnacle Wealth Management's portfolio in Q4 2022, its #33 holding.
  • Pinnacle Wealth Management first reported a position in Extra Space Storage in Q2 2022 and has held it in 3 quarters since.
  • Pinnacle Wealth Management's Extra Space Storage position peaked at $1.7M in Q3 2022.
  • 589 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2022.

Based on Pinnacle Wealth Management's 13F filing for Q4 2022, filed 30 Jan 2023.