TCWP’s Extra Space Storage EXR Stock Holding History

TCWP’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	-41	Closed	-$8K	–	747
2022 Q1	$8K	Buy	+41	New	+$8.15K	﹤0.01%	942

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TCWP's EXR Position: Q2 2022 in Review

TCWP sold out of Extra Space Storage (EXR) in Q2 2022, closing a stake of 41 shares — an estimated $8K sold.

TCWP first reported a position in EXR in Q1 2022 and held it in 1 quarter. The position peaked at $8K in Q1 2022. 638 funds tracked by Wall St. Rank hold EXR as of Q2 2022.

TCWP reported no remaining Extra Space Storage position as of Q2 2022 after selling out during the quarter.
TCWP sold 41 Extra Space Storage shares in Q2 2022, an estimated $8K.
TCWP first reported a position in Extra Space Storage in Q1 2022 and held it in 1 quarter.
TCWP's Extra Space Storage position peaked at $8K in Q1 2022.
638 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.