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Tyler-Stone Wealth Management’s Extra Space Storage EXR Stock Holding History

Tyler-Stone 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
Q2 		– Sell
-7
Closed -$1K – 870
2022
Q1 		$1K Hold
7
– – ﹤0.01% 781
2021
Q4 		$2K Buy
+7
New +$1.39K ﹤0.01% 793

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Tyler-Stone Wealth Management's EXR Position: Q2 2022 in Review

Tyler-Stone Wealth Management sold out of Extra Space Storage (EXR) in Q2 2022, closing a stake of 7 shares — an estimated $1K sold.

Tyler-Stone Wealth Management first reported a position in EXR in Q4 2021 and held it in 2 quarters. The position peaked at $2K in Q4 2021. 638 funds tracked by Wall St. Rank hold EXR as of Q2 2022.

  • Tyler-Stone Wealth Management reported no remaining Extra Space Storage position as of Q2 2022 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 7 Extra Space Storage shares in Q2 2022, an estimated $1K.
  • Tyler-Stone Wealth Management first reported a position in Extra Space Storage in Q4 2021 and held it in 2 quarters.
  • Tyler-Stone Wealth Management's Extra Space Storage position peaked at $2K in Q4 2021.
  • 638 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2022.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.