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Bellwether Investment Group’s Extra Space Storage EXR Stock Holding History

Bellwether Investment 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
2017
Q2 		– Sell
-135
Closed -$10K – 243
2017
Q1 		$10K Buy
+135
New +$10.2K 0.03% 485
2016
Q2 		$12K Buy
+135
New +$12.2K 0.01% 378

Other funds holding EXR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bellwether Investment Group's EXR Position: Q2 2017 in Review

Bellwether Investment Group sold out of Extra Space Storage (EXR) in Q2 2017, closing a stake of 135 shares — an estimated $10K sold.

Bellwether Investment Group first reported a position in EXR in Q2 2016 and held it in 2 quarters. The position peaked at $12K in Q2 2016. 383 funds tracked by Wall St. Rank hold EXR as of Q2 2017.

  • Bellwether Investment Group reported no remaining Extra Space Storage position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 135 Extra Space Storage shares in Q2 2017, an estimated $10K.
  • Bellwether Investment Group first reported a position in Extra Space Storage in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Extra Space Storage position peaked at $12K in Q2 2016.
  • 383 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.