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Atlas Capital Advisors’s Extra Space Storage EXR Stock Holding History

Atlas Capital 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
2020
Q2 		– Sell
-55
Closed -$5.27K – 695
2020
Q1 		$5.27K Sell
55
-372
-87% -$38.7K ﹤0.01% 618
2019
Q4 		$45.1K Sell
427
-2,727
-86% -$297K 0.01% 475
2019
Q3 		$368K Buy
+3,154
New +$365K 0.11% 228
2019
Q1 		– Sell
-1,073
Closed -$97.1K – 572
2018
Q4 		$97.1K Sell
1,073
-392
-27% -$35.6K 0.04% 342
2018
Q3 		$125K Buy
+1,465
New +$136K 0.04% 338

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
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Atlas Capital Advisors's EXR Position: Q2 2020 in Review

Atlas Capital Advisors sold out of Extra Space Storage (EXR) in Q2 2020, closing a stake of 55 shares — an estimated $5.27K sold.

Atlas Capital Advisors first reported a position in EXR in Q3 2018 and held it in 5 quarters. The position peaked at $368K in Q3 2019. 467 funds tracked by Wall St. Rank hold EXR as of Q2 2020.

  • Atlas Capital Advisors reported no remaining Extra Space Storage position as of Q2 2020 after selling out during the quarter.
  • Atlas Capital Advisors sold 55 Extra Space Storage shares in Q2 2020, an estimated $5.27K.
  • Atlas Capital Advisors first reported a position in Extra Space Storage in Q3 2018 and held it in 5 quarters.
  • Atlas Capital Advisors's Extra Space Storage position peaked at $368K in Q3 2019.
  • 467 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2020.

Based on Atlas Capital Advisors's 13F filing for Q2 2020, filed 28 Jul 2020.