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West Family Investments’s Extra Space Storage EXR Stock Holding History

West Family Investments’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
Q4 		– Sell
-1,554
Closed -$268K – 252
2022
Q3 		$268K Sell
1,554
-110
-7% -$20.8K 0.11% 169
2022
Q2 		$283K Sell
1,664
-123
-7% -$22.8K 0.11% 170
2022
Q1 		$367K Sell
1,787
-95
-5% -$18.9K 0.1% 156
2021
Q4 		$427K Sell
1,882
-501
-21% -$99.3K 0.12% 147
2021
Q3 		$400K Buy
2,383
+210
+10% +$37.1K 0.1% 173
2021
Q2 		$356K Buy
+2,173
New +$326K 0.1% 199

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

West Family Investments's EXR Position: Q4 2022 in Review

West Family Investments sold out of Extra Space Storage (EXR) in Q4 2022, closing a stake of 1,554 shares — an estimated $268K sold.

West Family Investments first reported a position in EXR in Q2 2021 and held it in 6 quarters. The position peaked at $427K in Q4 2021. 590 funds tracked by Wall St. Rank hold EXR as of Q4 2022.

  • West Family Investments reported no remaining Extra Space Storage position as of Q4 2022 after selling out during the quarter.
  • West Family Investments sold 1,554 Extra Space Storage shares in Q4 2022, an estimated $268K.
  • West Family Investments first reported a position in Extra Space Storage in Q2 2021 and held it in 6 quarters.
  • West Family Investments's Extra Space Storage position peaked at $427K in Q4 2021.
  • 590 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2022.

Based on West Family Investments's 13F filing for Q4 2022, filed 8 Feb 2023.