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Analytic Investors’s Extra Space Storage EXR Stock Holding History

Analytic Investors’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
2013
Q3 		– Sell
-93,110
Closed -$3.9M – 520
2013
Q2 		$3.9M Buy
+93,110
New +$3.94M 0.06% 216

Other funds holding EXR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Analytic Investors's EXR Position: Q3 2013 in Review

Analytic Investors sold out of Extra Space Storage (EXR) in Q3 2013, closing a stake of 93,110 shares — an estimated $3.9M sold.

Analytic Investors first reported a position in EXR in Q2 2013 and held it in 1 quarter. The position peaked at $3.9M in Q2 2013. 251 funds tracked by Wall St. Rank hold EXR as of Q3 2013.

  • Analytic Investors reported no remaining Extra Space Storage position as of Q3 2013 after selling out during the quarter.
  • Analytic Investors sold 93,110 Extra Space Storage shares in Q3 2013, an estimated $3.9M.
  • Analytic Investors first reported a position in Extra Space Storage in Q2 2013 and held it in 1 quarter.
  • Analytic Investors's Extra Space Storage position peaked at $3.9M in Q2 2013.
  • 251 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2013.

Based on Analytic Investors's 13F filing for Q3 2013, filed 12 Nov 2013.