Gerber Kawasaki Wealth & Investment Management’s Extra Space Storage EXR Stock Holding History

Gerber Kawasaki Wealth & 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 Q4	–	Sell	-6,334	Closed	-$502K	–	101
2016 Q3	$502K	Sell	6,334 -4,687	-43%	-$396K	0.29%	61
2016 Q2	$1.02M	Buy	11,021 +1,254	+13%	+$113K	0.64%	39
2016 Q1	$912K	Buy	9,767 +4,265	+78%	+$371K	0.63%	37
2015 Q4	$485K	Buy	+5,502	New	+$452K	0.33%	54

Other funds holding EXR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's EXR Position: Q4 2016 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Extra Space Storage (EXR) in Q4 2016, closing a stake of 6,334 shares — an estimated $502K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in EXR in Q4 2015 and held it in 4 quarters. The position peaked at $1.02M in Q2 2016. 380 funds tracked by Wall St. Rank hold EXR as of Q4 2016.

Gerber Kawasaki Wealth & Investment Management reported no remaining Extra Space Storage position as of Q4 2016 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 6,334 Extra Space Storage shares in Q4 2016, an estimated $502K.
Gerber Kawasaki Wealth & Investment Management first reported a position in Extra Space Storage in Q4 2015 and held it in 4 quarters.
Gerber Kawasaki Wealth & Investment Management's Extra Space Storage position peaked at $1.02M in Q2 2016.
380 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2016.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2016, filed 6 Feb 2017.