WQ
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Wealth Quarterback’s Extra Space Storage EXR Stock Holding History

Wealth Quarterback’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
Q3 		$8K Buy
48
+26
+118% +$4.6K 0.01% 510
2021
Q2 		$4K Buy
+22
New +$3.3K ﹤0.01% 638
2020
Q2 		– Sell
-21
Closed -$2.04K – 316
2020
Q1 		$2.04K Hold
21
– – ﹤0.01% 742
2019
Q4 		$2.23K Buy
+21
New +$2.29K ﹤0.01% 750

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealth Quarterback's EXR Position: Q3 2021 in Review

Wealth Quarterback increased its Extra Space Storage (EXR) stake by 118% in Q3 2021, buying an estimated $4.6K and bringing the position to 48 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #510.

Wealth Quarterback first reported a position in EXR in Q4 2019 and has held it in 4 quarters since. 584 funds tracked by Wall St. Rank hold EXR as of Q3 2021.

  • Wealth Quarterback held 48 shares of Extra Space Storage worth $8K as of Q3 2021.
  • Wealth Quarterback bought 26 Extra Space Storage shares in Q3 2021, an estimated $4.6K.
  • Extra Space Storage made up 0.01% of Wealth Quarterback's portfolio in Q3 2021, its #510 holding.
  • Wealth Quarterback first reported a position in Extra Space Storage in Q4 2019 and has held it in 4 quarters since.
  • 584 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.