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Evercore Wealth Management’s Extra Space Storage EXR Stock Holding History

Evercore Wealth 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
2018
Q1 		– Sell
-575
Closed -$51K – 491
2017
Q4 		$51K Buy
575
+500
+667% +$42.2K ﹤0.01% 578
2017
Q3 		$6K Sell
75
-100
-57% -$7.78K ﹤0.01% 828
2017
Q2 		$14K Buy
+175
New +$13.4K ﹤0.01% 767
2015
Q3 		– Sell
-145
Closed -$9K – 999
2015
Q2 		$9K Buy
+145
New +$9.83K ﹤0.01% 926
2014
Q2 		– Sell
-1,025
Closed -$49K – 1015
2014
Q1 		$49K Buy
+1,025
New +$47.5K ﹤0.01% 601

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Evercore Wealth Management's EXR Position: Q1 2018 in Review

Evercore Wealth Management sold out of Extra Space Storage (EXR) in Q1 2018, closing a stake of 575 shares — an estimated $51K sold.

Evercore Wealth Management first reported a position in EXR in Q1 2014 and held it in 5 quarters. The position peaked at $51K in Q4 2017. 444 funds tracked by Wall St. Rank hold EXR as of Q1 2018.

  • Evercore Wealth Management reported no remaining Extra Space Storage position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 575 Extra Space Storage shares in Q1 2018, an estimated $51K.
  • Evercore Wealth Management first reported a position in Extra Space Storage in Q1 2014 and held it in 5 quarters.
  • Evercore Wealth Management's Extra Space Storage position peaked at $51K in Q4 2017.
  • 444 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.