WealthPLAN Partners’s Extra Space Storage EXR Stock Holding History

WealthPLAN Partners’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
2023 Q3	–	Sell	-19	Closed	-$2.83K	–	560
2023 Q2	$2.83K	Buy	+19	New	+$2.86K	﹤0.01%	1018
2016 Q3	–	Sell	-166	Closed	-$15	–	998
2016 Q2	$15	Buy	+166	New	+$15K	﹤0.01%	2498
2015 Q4	$42	Buy	+470	New	+$38.6K	﹤0.01%	1670

Other funds holding EXR

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WealthPLAN Partners's EXR Position: Q3 2023 in Review

WealthPLAN Partners sold out of Extra Space Storage (EXR) in Q3 2023, closing a stake of 19 shares — an estimated $2.83K sold.

WealthPLAN Partners first reported a position in EXR in Q4 2015 and held it in 3 quarters. The position peaked at $2.83K in Q2 2023. 655 funds tracked by Wall St. Rank hold EXR as of Q3 2023.

WealthPLAN Partners reported no remaining Extra Space Storage position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 19 Extra Space Storage shares in Q3 2023, an estimated $2.83K.
WealthPLAN Partners first reported a position in Extra Space Storage in Q4 2015 and held it in 3 quarters.
WealthPLAN Partners's Extra Space Storage position peaked at $2.83K in Q2 2023.
655 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.