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WealthSource Partners’s Extra Space Storage EXR Stock Holding History

WealthSource 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
2022
Q3 		– Sell
-2,803
Closed -$477K – 507
2022
Q2 		$477K Hold
2,803
– – 0.03% 312
2022
Q1 		$576K Sell
2,803
-12
-0.4% -$2.39K 0.04% 318
2021
Q4 		$638K Hold
2,815
– – 0.05% 269
2021
Q3 		$473K Buy
2,815
+41
+1% +$7.25K 0.04% 301
2021
Q2 		$454K Sell
2,774
-5
-0.2% -$749 0.04% 287
2021
Q1 		$368K Buy
2,779
+5
+0.2% +$605 0.04% 304
2020
Q4 		$321K Sell
2,774
-6
-0.2% -$683 0.04% 277
2020
Q3 		$297K Hold
2,780
– – 0.04% 264
2020
Q2 		$257K Sell
2,780
-43
-2% -$4K 0.04% 270
2020
Q1 		$270K Sell
2,823
-1,350
-32% -$141K 0.04% 255
2019
Q4 		$441K Sell
4,173
-3,257
-44% -$355K 0.06% 247
2019
Q3 		$868K Sell
7,430
-36
-0.5% -$4.16K 0.13% 164
2019
Q2 		$792K Buy
+7,466
New +$784K 0.12% 173
2018
Q4 		– Sell
-2,895
Closed -$251K – 316
2018
Q3 		$251K Sell
2,895
-155
-5% -$14.4K 0.07% 247
2018
Q2 		$304K Buy
+3,050
New +$284K 0.08% 210
2016
Q4 		– Sell
-5,237
Closed -$416K – 254
2016
Q3 		$416K Sell
5,237
-1,832
-26% -$155K 0.15% 140
2016
Q2 		$654K Buy
7,069
+3,157
+81% +$285K 0.24% 85
2016
Q1 		$366K Buy
+3,912
New +$340K 0.15% 138

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

WealthSource Partners's EXR Position: Q3 2022 in Review

WealthSource Partners sold out of Extra Space Storage (EXR) in Q3 2022, closing a stake of 2,803 shares — an estimated $477K sold.

WealthSource Partners first reported a position in EXR in Q1 2016 and held it in 18 quarters. The position peaked at $868K in Q3 2019. 628 funds tracked by Wall St. Rank hold EXR as of Q3 2022.

  • WealthSource Partners reported no remaining Extra Space Storage position as of Q3 2022 after selling out during the quarter.
  • WealthSource Partners sold 2,803 Extra Space Storage shares in Q3 2022, an estimated $477K.
  • WealthSource Partners first reported a position in Extra Space Storage in Q1 2016 and held it in 18 quarters.
  • WealthSource Partners's Extra Space Storage position peaked at $868K in Q3 2019.
  • 628 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2022.

Based on WealthSource Partners's 13F filing for Q3 2022, filed 15 Nov 2022.