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Willis Johnson & Associates’s Extra Space Storage EXR Stock Holding History

Willis Johnson & Associates’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
-1,440
Closed -$245K – 103
2022
Q2 		$245K Buy
+1,440
New +$267K 0.03% 89

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State Street
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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

Willis Johnson & Associates's EXR Position: Q3 2022 in Review

Willis Johnson & Associates sold out of Extra Space Storage (EXR) in Q3 2022, closing a stake of 1,440 shares — an estimated $245K sold.

Willis Johnson & Associates first reported a position in EXR in Q2 2022 and held it in 1 quarter. The position peaked at $245K in Q2 2022. 628 funds tracked by Wall St. Rank hold EXR as of Q3 2022.

  • Willis Johnson & Associates reported no remaining Extra Space Storage position as of Q3 2022 after selling out during the quarter.
  • Willis Johnson & Associates sold 1,440 Extra Space Storage shares in Q3 2022, an estimated $245K.
  • Willis Johnson & Associates first reported a position in Extra Space Storage in Q2 2022 and held it in 1 quarter.
  • Willis Johnson & Associates's Extra Space Storage position peaked at $245K in Q2 2022.
  • 628 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2022.

Based on Willis Johnson & Associates's 13F filing for Q3 2022, filed 12 Oct 2022.