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tru Independence’s Extra Space Storage EXR Stock Holding History

tru Independence’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
-40
Closed -$5 – 434
2020
Q4 		$5 Hold
40
– – ﹤0.01% 607
2020
Q3 		$4K Hold
40
– – ﹤0.01% 302
2020
Q2 		$4 Hold
40
– – ﹤0.01% 732
2020
Q1 		$4 Hold
40
– – ﹤0.01% 556
2019
Q4 		$4K Buy
+40
New +$4.36K ﹤0.01% 705

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

tru Independence's EXR Position: Q1 2021 in Review

tru Independence sold out of Extra Space Storage (EXR) in Q1 2021, closing a stake of 40 shares — an estimated $5 sold.

tru Independence first reported a position in EXR in Q4 2019 and held it in 5 quarters. The position peaked at $4K in Q3 2020. 521 funds tracked by Wall St. Rank hold EXR as of Q1 2021.

  • tru Independence reported no remaining Extra Space Storage position as of Q1 2021 after selling out during the quarter.
  • tru Independence sold 40 Extra Space Storage shares in Q1 2021, an estimated $5.
  • tru Independence first reported a position in Extra Space Storage in Q4 2019 and held it in 5 quarters.
  • tru Independence's Extra Space Storage position peaked at $4K in Q3 2020.
  • 521 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2021.

Based on tru Independence's 13F filing for Q1 2021, filed 20 May 2021.