AIC
EXR icon

Ameritas Investment Company’s Extra Space Storage EXR Stock Holding History

Ameritas Investment Company’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
2021
Q2 		– Sell
-235
Closed -$31.1K – 1153
2021
Q1 		$31.1K Buy
+235
New +$28.5K ﹤0.01% 1108
2020
Q2 		– Sell
-125
Closed -$12K – 703
2020
Q1 		$12K Hold
125
– – ﹤0.01% 1146
2019
Q4 		$13K Hold
125
– – ﹤0.01% 730
2019
Q3 		$15K Sell
125
-3,200
-96% -$370K ﹤0.01% 1013
2019
Q2 		$353K Buy
+3,325
New +$349K 0.17% 128
2019
Q1 		– Sell
-4,250
Closed -$385K – 1246
2018
Q4 		$385K Buy
+4,250
New +$386K 0.08% 195

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Ameritas Investment Company's EXR Position: Q2 2021 in Review

Ameritas Investment Company sold out of Extra Space Storage (EXR) in Q2 2021, closing a stake of 235 shares — an estimated $31.1K sold.

Ameritas Investment Company first reported a position in EXR in Q4 2018 and held it in 6 quarters. The position peaked at $385K in Q4 2018. 524 funds tracked by Wall St. Rank hold EXR as of Q2 2021.

  • Ameritas Investment Company reported no remaining Extra Space Storage position as of Q2 2021 after selling out during the quarter.
  • Ameritas Investment Company sold 235 Extra Space Storage shares in Q2 2021, an estimated $31.1K.
  • Ameritas Investment Company first reported a position in Extra Space Storage in Q4 2018 and held it in 6 quarters.
  • Ameritas Investment Company's Extra Space Storage position peaked at $385K in Q4 2018.
  • 524 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.