CWSR
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Chessman Wealth Strategies RIA’s Extra Space Storage EXR Stock Holding History

Chessman Wealth Strategies RIA’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
2018
Q4 		– Sell
-33
Closed -$3K – 70
2018
Q3 		$3K Buy
+33
New +$3.06K ﹤0.01% 171

Other funds holding EXR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Chessman Wealth Strategies RIA's EXR Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of Extra Space Storage (EXR) in Q4 2018, closing a stake of 33 shares — an estimated $3K sold.

Chessman Wealth Strategies RIA first reported a position in EXR in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 465 funds tracked by Wall St. Rank hold EXR as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining Extra Space Storage position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 33 Extra Space Storage shares in Q4 2018, an estimated $3K.
  • Chessman Wealth Strategies RIA first reported a position in Extra Space Storage in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's Extra Space Storage position peaked at $3K in Q3 2018.
  • 465 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.