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Jupiter Investment Management’s Extra Space Storage EXR Stock Holding History

Jupiter 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
2020
Q2 		– Sell
-135,203
Closed -$12.9M – 421
2020
Q1 		$12.9M Sell
135,203
-124,567
-48% -$13M 0.25% 104
2019
Q4 		$27.4M Buy
+259,770
New +$28.3M 0.38% 80
2017
Q3 		– Sell
-19,730
Closed -$1.54M – 391
2017
Q2 		$1.54M Buy
19,730
+13,030
+194% +$999K 0.02% 226
2017
Q1 		$498K Buy
+6,700
New +$506K 0.01% 284
2014
Q2 		– Sell
-25,800
Closed -$1.25M – 356
2014
Q1 		$1.25M Buy
+25,800
New +$1.2M 0.08% 214

Other funds holding EXR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jupiter Investment Management's EXR Position: Q2 2020 in Review

Jupiter Investment Management sold out of Extra Space Storage (EXR) in Q2 2020, closing a stake of 135,203 shares — an estimated $12.9M sold.

Jupiter Investment Management first reported a position in EXR in Q1 2014 and held it in 5 quarters. The position peaked at $27.4M in Q4 2019. 467 funds tracked by Wall St. Rank hold EXR as of Q2 2020.

  • Jupiter Investment Management reported no remaining Extra Space Storage position as of Q2 2020 after selling out during the quarter.
  • Jupiter Investment Management sold 135,203 Extra Space Storage shares in Q2 2020, an estimated $12.9M.
  • Jupiter Investment Management first reported a position in Extra Space Storage in Q1 2014 and held it in 5 quarters.
  • Jupiter Investment Management's Extra Space Storage position peaked at $27.4M in Q4 2019.
  • 467 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.