Wipfli Financial Advisors’s Extra Space Storage EXR Stock Holding History

Wipfli Financial Advisors’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	$72K	Buy	+416	New	+$78.7K	0.01%	893

Other funds holding EXR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wipfli Financial Advisors's EXR Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Extra Space Storage (EXR) in Q3 2022: 416 shares worth $72K. The stake represents 0.01% of the portfolio and ranks #893 among its holdings.

628 funds tracked by Wall St. Rank hold EXR as of Q3 2022.

Wipfli Financial Advisors held 416 shares of Extra Space Storage worth $72K as of Q3 2022.
Extra Space Storage was a new Wipfli Financial Advisors position in Q3 2022.
Extra Space Storage made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #893 holding.
628 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.