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Contravisory Investment Management’s Extra Space Storage EXR Stock Holding History

Contravisory Investment Management’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
2023
Q1 		– Sell
-2,298
Closed -$338K – 342
2022
Q4 		$338K Buy
+2,298
New +$367K 0.09% 147
2020
Q2 		– Sell
-2,661
Closed -$255K – 277
2020
Q1 		$255K Sell
2,661
-50
-2% -$5.21K 0.11% 98
2019
Q4 		$286K Buy
2,711
+46
+2% +$5.02K 0.1% 127
2019
Q3 		$311K Buy
+2,665
New +$308K 0.12% 110
2018
Q4 		– Sell
-3,926
Closed -$340K – 311
2018
Q3 		$340K Buy
3,926
+3,878
+8,079% +$360K 0.12% 103
2018
Q2 		$5K Buy
+48
New +$4.47K ﹤0.01% 292
2018
Q1 		– Sell
-46
Closed -$4K – 373
2017
Q4 		$4K Buy
+46
New +$3.88K ﹤0.01% 298

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Contravisory Investment Management's EXR Position: Q1 2023 in Review

Contravisory Investment Management sold out of Extra Space Storage (EXR) in Q1 2023, closing a stake of 2,298 shares — an estimated $338K sold.

Contravisory Investment Management first reported a position in EXR in Q4 2017 and held it in 7 quarters. The position peaked at $340K in Q3 2018. 578 funds tracked by Wall St. Rank hold EXR as of Q1 2023.

  • Contravisory Investment Management reported no remaining Extra Space Storage position as of Q1 2023 after selling out during the quarter.
  • Contravisory Investment Management sold 2,298 Extra Space Storage shares in Q1 2023, an estimated $338K.
  • Contravisory Investment Management first reported a position in Extra Space Storage in Q4 2017 and held it in 7 quarters.
  • Contravisory Investment Management's Extra Space Storage position peaked at $340K in Q3 2018.
  • 578 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2023.

Based on Contravisory Investment Management's 13F filing for Q1 2023, filed 12 Apr 2023.