CSat Investment Advisory’s Extra Space Storage EXR Stock Holding History

CSat Investment Advisory’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
2021 Q1	$48K	Sell	361 -11	-3%	-$1.33K	0.04%	203
2020 Q4	$43K	Sell	372 -345	-48%	-$39.3K	0.04%	173
2020 Q3	$76K	Buy	717 +11	+2%	+$1.14K	0.01%	568
2020 Q2	$65K	Buy	706 +158	+29%	+$14.7K	0.01%	624
2020 Q1	$53K	Buy	548 +29	+6%	+$3.02K	0.01%	511
2019 Q4	$54K	Buy	519 +131	+34%	+$14.3K	0.01%	611
2019 Q3	$45K	Sell	388 -18	-4%	-$2.08K	0.01%	591
2019 Q2	$43K	Buy	406 +165	+68%	+$17.3K	0.02%	599
2019 Q1	$25K	Buy	241 +30	+14%	+$2.88K	0.01%	263
2018 Q4	$19K	Buy	211 +10	+5%	+$909	0.01%	292
2018 Q3	$17K	Buy	201 +58	+41%	+$5.38K	0.01%	252
2018 Q2	$14K	Buy	+143	New	+$13.3K	0.01%	265

Other funds holding EXR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

CSat Investment Advisory's EXR Position: Q1 2021 in Review

CSat Investment Advisory reduced its Extra Space Storage (EXR) stake by 3% in Q1 2021, selling an estimated $1.33K and leaving 361 shares worth $48K. The position accounts for 0.04% of the portfolio, ranked #203.

CSat Investment Advisory first reported a position in EXR in Q2 2018 and has held it in 12 quarters since. The position peaked at $76K in Q3 2020. 522 funds tracked by Wall St. Rank hold EXR as of Q1 2021.

CSat Investment Advisory held 361 shares of Extra Space Storage worth $48K as of Q1 2021.
CSat Investment Advisory sold 11 Extra Space Storage shares in Q1 2021, an estimated $1.33K.
Extra Space Storage made up 0.04% of CSat Investment Advisory's portfolio in Q1 2021, its #203 holding.
CSat Investment Advisory first reported a position in Extra Space Storage in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Extra Space Storage position peaked at $76K in Q3 2020.
522 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.