Crown Advisors Management’s Extra Space Storage EXR Stock Holding History

Crown Advisors 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
2020 Q4	–	Sell	-20,000	Closed	-$2.14M	–	39
2020 Q3	$2.14M	Hold	20,000	–	–	1.39%	36
2020 Q2	$1.85M	Sell	20,000 -15,000	-43%	-$1.39M	1.26%	36
2020 Q1	$3.35M	Hold	35,000	–	–	2.65%	17
2019 Q4	$3.7M	Hold	35,000	–	–	2.38%	19
2019 Q3	$4.09M	Hold	35,000	–	–	2.74%	13
2019 Q2	$3.71M	Hold	35,000	–	–	2.57%	14
2019 Q1	$3.57M	Buy	35,000 +10,000	+40%	+$960K	2.68%	16
2018 Q4	$2.26M	Hold	25,000	–	–	2.35%	21
2018 Q3	$2.17M	Hold	25,000	–	–	1.85%	26
2018 Q2	$2.5M	Hold	25,000	–	–	2.11%	20
2018 Q1	$2.18M	Sell	25,000 -7,000	-22%	-$589K	2.08%	20
2017 Q4	$2.8M	Buy	+32,000	New	+$2.7M	2.67%	13

Other funds holding EXR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Crown Advisors Management's EXR Position: Q4 2020 in Review

Crown Advisors Management sold out of Extra Space Storage (EXR) in Q4 2020, closing a stake of 20,000 shares — an estimated $2.14M sold.

Crown Advisors Management first reported a position in EXR in Q4 2017 and held it in 12 quarters. The position peaked at $4.09M in Q3 2019. 483 funds tracked by Wall St. Rank hold EXR as of Q4 2020.

Crown Advisors Management reported no remaining Extra Space Storage position as of Q4 2020 after selling out during the quarter.
Crown Advisors Management sold 20,000 Extra Space Storage shares in Q4 2020, an estimated $2.14M.
Crown Advisors Management first reported a position in Extra Space Storage in Q4 2017 and held it in 12 quarters.
Crown Advisors Management's Extra Space Storage position peaked at $4.09M in Q3 2019.
483 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2020.

Based on Crown Advisors Management's 13F filing for Q4 2020, filed 9 Feb 2021.