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Regent Peak Wealth Advisors’s Extra Space Storage EXR Stock Holding History

Regent Peak Wealth Advisors’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 		– Sell
-41
Closed -$5K – 421
2020
Q4 		$5K Buy
+41
New +$4.67K ﹤0.01% 667

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Regent Peak Wealth Advisors's EXR Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Extra Space Storage (EXR) in Q1 2021, closing a stake of 41 shares — an estimated $5K sold.

Regent Peak Wealth Advisors first reported a position in EXR in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 522 funds tracked by Wall St. Rank hold EXR as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Extra Space Storage position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 41 Extra Space Storage shares in Q1 2021, an estimated $5K.
  • Regent Peak Wealth Advisors first reported a position in Extra Space Storage in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Extra Space Storage position peaked at $5K in Q4 2020.
  • 522 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.