EDRH
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Edmond de Rothschild Holding’s Extra Space Storage EXR Stock Holding History

Edmond de Rothschild Holding’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
Q3 		– Sell
-2,367
Closed -$236K – 753
2018
Q2 		$236K Buy
+2,367
New +$220K 0.01% 436

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

Edmond de Rothschild Holding's EXR Position: Q3 2018 in Review

Edmond de Rothschild Holding sold out of Extra Space Storage (EXR) in Q3 2018, closing a stake of 2,367 shares — an estimated $236K sold.

Edmond de Rothschild Holding first reported a position in EXR in Q2 2018 and held it in 1 quarter. The position peaked at $236K in Q2 2018. 462 funds tracked by Wall St. Rank hold EXR as of Q3 2018.

  • Edmond de Rothschild Holding reported no remaining Extra Space Storage position as of Q3 2018 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 2,367 Extra Space Storage shares in Q3 2018, an estimated $236K.
  • Edmond de Rothschild Holding first reported a position in Extra Space Storage in Q2 2018 and held it in 1 quarter.
  • Edmond de Rothschild Holding's Extra Space Storage position peaked at $236K in Q2 2018.
  • 462 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2018.

Based on Edmond de Rothschild Holding's 13F filing for Q3 2018, filed 14 Nov 2018.