Gerstein Fisher’s Extra Space Storage EXR Stock Holding History

Gerstein Fisher’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 Q1	–	Sell	-3,924	Closed	-$346K	–	404
2015 Q4	$346K	Hold	3,924	–	–	0.05%	281
2015 Q3	$303K	Sell	3,924 -48	-1%	-$3.52K	0.05%	307
2015 Q2	$259K	Sell	3,972 -34	-0.8%	-$2.31K	0.04%	337
2015 Q1	$271K	Hold	4,006	–	–	0.04%	330
2014 Q4	$236K	Buy	+4,006	New	+$230K	0.04%	338

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Gerstein Fisher's EXR Position: Q1 2016 in Review

Gerstein Fisher sold out of Extra Space Storage (EXR) in Q1 2016, closing a stake of 3,924 shares — an estimated $346K sold.

Gerstein Fisher first reported a position in EXR in Q4 2014 and held it in 5 quarters. The position peaked at $346K in Q4 2015. 401 funds tracked by Wall St. Rank hold EXR as of Q1 2016.

Gerstein Fisher reported no remaining Extra Space Storage position as of Q1 2016 after selling out during the quarter.
Gerstein Fisher sold 3,924 Extra Space Storage shares in Q1 2016, an estimated $346K.
Gerstein Fisher first reported a position in Extra Space Storage in Q4 2014 and held it in 5 quarters.
Gerstein Fisher's Extra Space Storage position peaked at $346K in Q4 2015.
401 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2016.

Based on Gerstein Fisher's 13F filing for Q1 2016, filed 12 May 2016.