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

Friedberg 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
2016
Q3 		– Sell
-3,580
Closed -$331K – 98
2016
Q2 		$331K Sell
3,580
-50
-1% -$4.52K 0.16% 84
2016
Q1 		$339K Sell
3,630
-100
-3% -$8.69K 0.17% 79
2015
Q4 		$329K Sell
3,730
-110
-3% -$9.04K 0.16% 83
2015
Q3 		$296K Buy
3,840
+110
+3% +$8.06K 0.14% 81
2015
Q2 		$243K Hold
3,730
– – 0.09% 98
2015
Q1 		$252K Hold
3,730
– – 0.09% 96
2014
Q4 		$218K Buy
+3,730
New +$214K 0.09% 102

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 $1.9T AUM 41.92% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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 $187B AUM 18.48% 1-Year Est. Return

Friedberg Investment Management's EXR Position: Q3 2016 in Review

Friedberg Investment Management sold out of Extra Space Storage (EXR) in Q3 2016, closing a stake of 3,580 shares — an estimated $331K sold.

Friedberg Investment Management first reported a position in EXR in Q4 2014 and held it in 7 quarters. The position peaked at $339K in Q1 2016. 395 funds tracked by Wall St. Rank hold EXR as of Q3 2016.

  • Friedberg Investment Management reported no remaining Extra Space Storage position as of Q3 2016 after selling out during the quarter.
  • Friedberg Investment Management sold 3,580 Extra Space Storage shares in Q3 2016, an estimated $331K.
  • Friedberg Investment Management first reported a position in Extra Space Storage in Q4 2014 and held it in 7 quarters.
  • Friedberg Investment Management's Extra Space Storage position peaked at $339K in Q1 2016.
  • 395 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2016.

Based on Friedberg Investment Management's 13F filing for Q3 2016, filed 14 Nov 2016.