Independent Order of Foresters’s Extra Space Storage EXR Stock Holding History

Independent Order of Foresters’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 Q2	–	Sell	-23,909	Closed	-$2.09M	–	48
2018 Q1	$2.09M	Sell	23,909 -8,000	-25%	-$673K	1.93%	20
2017 Q4	$2.79M	Sell	31,909 -4,891	-13%	-$412K	2.47%	15
2017 Q3	$2.94M	Sell	36,800 -17,000	-32%	-$1.32M	2.43%	13
2017 Q2	$4.2M	Hold	53,800	–	–	3.48%	6
2017 Q1	$4M	Sell	53,800 -3,200	-6%	-$242K	3.42%	7
2016 Q4	$4.4M	Hold	57,000	–	–	3.71%	5
2016 Q3	$4.53M	Buy	57,000 +9,300	+19%	+$785K	3.71%	7
2016 Q2	$4.41M	Buy	47,700 +20,600	+76%	+$1.86M	3.27%	7
2016 Q1	$2.53M	Buy	27,100 +1,500	+6%	+$130K	1.92%	16
2015 Q4	$2.26M	Buy	25,600 +7,000	+38%	+$575K	1.78%	18
2015 Q3	$1.44M	Buy	+18,600	New	+$1.36M	1.23%	26
2014 Q3	–	Sell	-3,500	Closed	-$186K	–	130
2014 Q2	$186K	Hold	3,500	–	–	0.17%	87
2014 Q1	$170K	Hold	3,500	–	–	0.16%	86
2013 Q4	$147K	Hold	3,500	–	–	0.15%	87
2013 Q3	$160K	Sell	3,500 -2,000	-36%	-$86.6K	0.16%	87
2013 Q2	$231K	Buy	+5,500	New	+$233K	0.23%	78

Other funds holding EXR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Independent Order of Foresters's EXR Position: Q2 2018 in Review

Independent Order of Foresters sold out of Extra Space Storage (EXR) in Q2 2018, closing a stake of 23,909 shares — an estimated $2.09M sold.

Independent Order of Foresters first reported a position in EXR in Q2 2013 and held it in 16 quarters. The position peaked at $4.53M in Q3 2016. 452 funds tracked by Wall St. Rank hold EXR as of Q2 2018.

Independent Order of Foresters reported no remaining Extra Space Storage position as of Q2 2018 after selling out during the quarter.
Independent Order of Foresters sold 23,909 Extra Space Storage shares in Q2 2018, an estimated $2.09M.
Independent Order of Foresters first reported a position in Extra Space Storage in Q2 2013 and held it in 16 quarters.
Independent Order of Foresters's Extra Space Storage position peaked at $4.53M in Q3 2016.
452 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2018.

Based on Independent Order of Foresters's 13F filing for Q2 2018, filed 31 Jul 2018.