IMS
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Index Management Solutions’s Extra Space Storage EXR Stock Holding History

Index Management Solutions’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
2015
Q3 		$14K Buy
180
+113
+169% +$8.28K 0.01% 469
2015
Q2 		$4K Buy
+67
New +$4.54K ﹤0.01% 711

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Index Management Solutions's EXR Position: Q3 2015 in Review

Index Management Solutions increased its Extra Space Storage (EXR) stake by 169% in Q3 2015, buying an estimated $8.28K and bringing the position to 180 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #469.

Index Management Solutions first reported a position in EXR in Q2 2015 and has held it in 2 quarters since. 320 funds tracked by Wall St. Rank hold EXR as of Q3 2015.

  • Index Management Solutions held 180 shares of Extra Space Storage worth $14K as of Q3 2015.
  • Index Management Solutions bought 113 Extra Space Storage shares in Q3 2015, an estimated $8.28K.
  • Extra Space Storage made up 0.01% of Index Management Solutions's portfolio in Q3 2015, its #469 holding.
  • Index Management Solutions first reported a position in Extra Space Storage in Q2 2015 and has held it in 2 quarters since.
  • 320 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.