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Extra Space Storage shares owned by Modern Wealth Management

Quarter-by-quarter ownership of Extra Space Storage (EXR) shares owned by Modern Wealth Management from 13F filings

Historical chart of Modern Wealth Management investment in Extra Space Storage

Tip: Access up to 7 years of quarterly data

All positions including Extra Space Storage held by Modern Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Extra Space Storage by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 12k 180.19
2024-03-31 $1.5M 10k 146.67

More positions owned by Modern Wealth Management

Ishares Tr 0-5 Yr Tips Etf (STIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
T Rowe Price Etf Cap Appreciation (TCAF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Modern Wealth Management

Top funds holding Extra Space Storage

Vanguard Group
BlackRock
Capital World Investors
BlackRock
State Street Corporation
Cohen & Steers Capital Management
Principal Financial Group
Geode Capital Management
Capital Research and Management Company - Division 3
Dimensional Fund Advisors
Massachusetts Financial Services
Diamond Hill Capital Management
APG Asset Management US
Centersquare Investment Management
Invesco

View all funds holding Extra Space Storage