Reilly Financial Advisors’s Extra Space Storage EXR Stock Holding History

Reilly Financial 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 Q4	$48K	Buy	213 +2	+0.9%	+$396	﹤0.01%	410
2021 Q3	$35K	Buy	211 +1	+0.5%	+$177	﹤0.01%	429
2021 Q2	$34K	Buy	210 +2	+1%	+$300	﹤0.01%	440
2021 Q1	$28K	Buy	208 +1	+0.5%	+$121	﹤0.01%	466
2020 Q4	$24K	Buy	207 +2	+1%	+$228	﹤0.01%	462
2020 Q3	$22K	Buy	205 +2	+1%	+$207	﹤0.01%	431
2020 Q2	$19K	Buy	203 +2	+1%	+$186	﹤0.01%	457
2020 Q1	$19K	Buy	201 +2	+1%	+$208	﹤0.01%	432
2019 Q4	$21K	Buy	+199	New	+$21.7K	﹤0.01%	488
2019 Q1	–	Hold	0	–	–	–	521

Other funds holding EXR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Reilly Financial Advisors's EXR Position: Q4 2021 in Review

Reilly Financial Advisors increased its Extra Space Storage (EXR) stake by 0.95% in Q4 2021, buying an estimated $396 and bringing the position to 213 shares worth $48K. The position accounts for ﹤0.01% of the portfolio, ranked #410.

Reilly Financial Advisors first reported a position in EXR in Q4 2019 and has held it in 9 quarters since. 641 funds tracked by Wall St. Rank hold EXR as of Q4 2021.

Reilly Financial Advisors held 213 shares of Extra Space Storage worth $48K as of Q4 2021.
Reilly Financial Advisors bought 2 Extra Space Storage shares in Q4 2021, an estimated $396.
Extra Space Storage made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #410 holding.
Reilly Financial Advisors first reported a position in Extra Space Storage in Q4 2019 and has held it in 9 quarters since.
641 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.