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Advisor Group’s Extra Space Storage EXR Stock Holding History

Advisor Group’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
2019
Q4 		$398K Sell
3,752
-239
-6% -$26.1K ﹤0.01% 1841
2019
Q3 		$467K Buy
3,991
+27
+0.7% +$3.12K ﹤0.01% 1667
2019
Q2 		$422K Sell
3,964
-298
-7% -$31.3K ﹤0.01% 1734
2019
Q1 		$435K Buy
4,262
+878
+26% +$84.3K ﹤0.01% 1694
2018
Q4 		$307K Sell
3,384
-3,367
-50% -$306K ﹤0.01% 1768
2018
Q3 		$587K Sell
6,751
-495
-7% -$46K 0.01% 1342
2018
Q2 		$724K Buy
7,246
+2,262
+45% +$211K 0.01% 1063
2018
Q1 		$436K Buy
4,984
+250
+5% +$21K 0.01% 1412
2017
Q4 		$415K Sell
4,734
-878
-16% -$74K 0.01% 1446
2017
Q3 		$448K Buy
5,612
+274
+5% +$21.3K 0.01% 1277
2017
Q2 		$417K Buy
5,338
+266
+5% +$20.4K 0.01% 1259
2017
Q1 		$378K Buy
5,072
+543
+12% +$41K 0.01% 1238
2016
Q4 		$351K Sell
4,529
-1,400
-24% -$103K 0.01% 1210
2016
Q3 		$473K Buy
5,929
+782
+15% +$66K 0.01% 1003
2016
Q2 		$475K Buy
+5,147
New +$465K 0.01% 948

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisor Group's EXR Position: Q4 2019 in Review

Advisor Group reduced its Extra Space Storage (EXR) stake by 6% in Q4 2019, selling an estimated $26.1K and leaving 3,752 shares worth $398K. The position accounts for ﹤0.01% of the portfolio, ranked #1841.

Advisor Group first reported a position in EXR in Q2 2016 and has held it in 15 quarters since. The position peaked at $724K in Q2 2018. 494 funds tracked by Wall St. Rank hold EXR as of Q4 2019.

  • Advisor Group held 3,752 shares of Extra Space Storage worth $398K as of Q4 2019.
  • Advisor Group sold 239 Extra Space Storage shares in Q4 2019, an estimated $26.1K.
  • Extra Space Storage made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1841 holding.
  • Advisor Group first reported a position in Extra Space Storage in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Extra Space Storage position peaked at $724K in Q2 2018.
  • 494 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.