Kaizen Advisory’s Extra Space Storage EXR Stock Holding History

Kaizen Advisory’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 Q4	$30K	Buy	330 +51	+18%	+$4.64K	0.02%	428
2018 Q3	$24K	Hold	279	–	–	0.01%	494
2018 Q2	$28K	Buy	279 +154	+123%	+$14.3K	0.01%	464
2018 Q1	$11K	Hold	125	–	–	0.01%	462
2017 Q4	$11K	Buy	+125	New	+$10.5K	0.01%	457

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

CIMLRA

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

Kaizen Advisory's EXR Position: Q4 2018 in Review

Kaizen Advisory increased its Extra Space Storage (EXR) stake by 18% in Q4 2018, buying an estimated $4.64K and bringing the position to 330 shares worth $30K. The position accounts for 0.02% of the portfolio, ranked #428.

Kaizen Advisory first reported a position in EXR in Q4 2017 and has held it in 5 quarters since. 464 funds tracked by Wall St. Rank hold EXR as of Q4 2018.

Kaizen Advisory held 330 shares of Extra Space Storage worth $30K as of Q4 2018.
Kaizen Advisory bought 51 Extra Space Storage shares in Q4 2018, an estimated $4.64K.
Extra Space Storage made up 0.02% of Kaizen Advisory's portfolio in Q4 2018, its #428 holding.
Kaizen Advisory first reported a position in Extra Space Storage in Q4 2017 and has held it in 5 quarters since.
464 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.