EC
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Everest Capital’s Extra Space Storage EXR Stock Holding History

Everest Capital’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
2016
Q3 		$905K Hold
11,400
– – 15.21% 4
2016
Q2 		$1.05M Buy
+11,400
New +$1.03M 25.66% 2

Other funds holding EXR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Everest Capital's EXR Position: Q3 2016 in Review

Everest Capital held its Extra Space Storage (EXR) position steady in Q3 2016 at 11,400 shares worth $905K. The position accounts for 15.21% of the portfolio, ranked #4.

Everest Capital first reported a position in EXR in Q2 2016 and has held it in 2 quarters since. The position peaked at $1.05M in Q2 2016. 396 funds tracked by Wall St. Rank hold EXR as of Q3 2016.

  • Everest Capital held 11,400 shares of Extra Space Storage worth $905K as of Q3 2016.
  • Everest Capital left its Extra Space Storage share count unchanged in Q3 2016.
  • Extra Space Storage made up 15.21% of Everest Capital's portfolio in Q3 2016, its #4 holding.
  • Everest Capital first reported a position in Extra Space Storage in Q2 2016 and has held it in 2 quarters since.
  • Everest Capital's Extra Space Storage position peaked at $1.05M in Q2 2016.
  • 396 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2016.

Based on Everest Capital's 13F filing for Q3 2016, filed 14 Nov 2016.