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Financial Gravity Companies’s Extra Space Storage EXR Stock Holding History

Financial Gravity Companies’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
Q4 		$0 Buy
+3
New +$273 ﹤0.01% 1421
2018
Q1 		$1K Buy
+8
New +$673 ﹤0.01% 1129

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 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

Financial Gravity Companies's EXR Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Extra Space Storage (EXR) in Q4 2018: 3 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1421 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in EXR as recently as Q1 2018.

Financial Gravity Companies first reported a position in EXR in Q1 2018 and has held it in 2 quarters since. The position peaked at $1K in Q1 2018. 464 funds tracked by Wall St. Rank hold EXR as of Q4 2018.

  • Financial Gravity Companies held 3 shares of Extra Space Storage worth $0 as of Q4 2018.
  • Extra Space Storage was a new Financial Gravity Companies position in Q4 2018.
  • Extra Space Storage made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1421 holding.
  • Financial Gravity Companies first reported a position in Extra Space Storage in Q1 2018 and has held it in 2 quarters since.
  • Financial Gravity Companies's Extra Space Storage position peaked at $1K in Q1 2018.
  • 464 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.