Gideon Capital Advisors’s Extra Space Storage EXR Stock Holding History

Gideon Capital Advisors’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
2019 Q4	–	Sell	-20,877	Closed	-$2.44M	–	307
2019 Q3	$2.44M	Buy	+20,877	New	+$2.41M	0.8%	22
2019 Q1	–	Sell	-18,793	Closed	-$1.7M	–	420
2018 Q4	$1.7M	Buy	18,793 +12,394	+194%	+$1.13M	0.69%	29
2018 Q3	$554K	Buy	6,399 +203	+3%	+$18.8K	0.26%	122
2018 Q2	$618K	Buy	+6,196	New	+$577K	0.31%	93
2017 Q2	–	Sell	-3,752	Closed	-$279K	–	302
2017 Q1	$279K	Buy	+3,752	New	+$283K	0.17%	270
2016 Q4	–	Sell	-8,666	Closed	-$688K	–	419
2016 Q3	$688K	Buy	+8,666	New	+$731K	0.42%	80
2015 Q2	–	Sell	-4,465	Closed	-$302K	–	259
2015 Q1	$302K	Sell	4,465 -9,943	-69%	-$652K	0.12%	190
2014 Q4	$845K	Buy	+14,408	New	+$825K	0.4%	90
2014 Q1	–	Sell	-10,725	Closed	-$452K	–	231
2013 Q4	$452K	Buy	+10,725	New	+$473K	0.27%	105

Other funds holding EXR

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

BlackRock New York $5.72T AUM 30.48% 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

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

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gideon Capital Advisors's EXR Position: Q4 2019 in Review

Gideon Capital Advisors sold out of Extra Space Storage (EXR) in Q4 2019, closing a stake of 20,877 shares — an estimated $2.44M sold.

Gideon Capital Advisors first reported a position in EXR in Q4 2013 and held it in 9 quarters. The position peaked at $2.44M in Q3 2019. 495 funds tracked by Wall St. Rank hold EXR as of Q4 2019.

Gideon Capital Advisors reported no remaining Extra Space Storage position as of Q4 2019 after selling out during the quarter.
Gideon Capital Advisors sold 20,877 Extra Space Storage shares in Q4 2019, an estimated $2.44M.
Gideon Capital Advisors first reported a position in Extra Space Storage in Q4 2013 and held it in 9 quarters.
Gideon Capital Advisors's Extra Space Storage position peaked at $2.44M in Q3 2019.
495 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2019.

Based on Gideon Capital Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.