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Foresters Investment Management’s Extra Space Storage EXR Stock Holding History

Foresters Investment 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
Q3 		– Sell
-1,461
Closed -$146K – 381
2018
Q2 		$146K Sell
1,461
-31,361
-96% -$2.92M ﹤0.01% 329
2018
Q1 		$2.87M Sell
32,822
-9,000
-22% -$757K 0.05% 305
2017
Q4 		$3.66M Hold
41,822
– – 0.06% 287
2017
Q3 		$3.34M Sell
41,822
-11,200
-21% -$872K 0.05% 282
2017
Q2 		$4.14M Buy
53,022
+1,172
+2% +$89.9K 0.07% 262
2017
Q1 		$3.86M Buy
51,850
+1,400
+3% +$106K 0.07% 256
2016
Q4 		$3.77M Buy
50,450
+5,440
+12% +$400K 0.07% 253
2016
Q3 		$3.57M Buy
45,010
+10,625
+31% +$897K 0.07% 253
2016
Q2 		$3.18M Buy
+34,385
New +$3.11M 0.06% 260

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

Foresters Investment Management's EXR Position: Q3 2018 in Review

Foresters Investment Management sold out of Extra Space Storage (EXR) in Q3 2018, closing a stake of 1,461 shares — an estimated $146K sold.

Foresters Investment Management first reported a position in EXR in Q2 2016 and held it in 9 quarters. The position peaked at $4.14M in Q2 2017. 462 funds tracked by Wall St. Rank hold EXR as of Q3 2018.

  • Foresters Investment Management reported no remaining Extra Space Storage position as of Q3 2018 after selling out during the quarter.
  • Foresters Investment Management sold 1,461 Extra Space Storage shares in Q3 2018, an estimated $146K.
  • Foresters Investment Management first reported a position in Extra Space Storage in Q2 2016 and held it in 9 quarters.
  • Foresters Investment Management's Extra Space Storage position peaked at $4.14M in Q2 2017.
  • 462 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2018.

Based on Foresters Investment Management's 13F filing for Q3 2018, filed 13 Nov 2018.