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Kissinger Financial Services’s Extra Space Storage EXR Stock Holding History

Kissinger Financial Services’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
2017
Q2 		$836K Buy
10,709
+100
+0.9% +$7.67K 0.83% 38
2017
Q1 		$790K Sell
10,609
-245
-2% -$18.5K 0.81% 41
2016
Q4 		$839K Buy
10,854
+684
+7% +$50.3K 0.88% 38
2016
Q3 		$808K Buy
+10,170
New +$858K 0.88% 41

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Kissinger Financial Services's EXR Position: Q2 2017 in Review

Kissinger Financial Services increased its Extra Space Storage (EXR) stake by 0.94% in Q2 2017, buying an estimated $7.67K and bringing the position to 10,709 shares worth $836K. The position accounts for 0.83% of the portfolio, ranked #38.

Kissinger Financial Services first reported a position in EXR in Q3 2016 and has held it in 4 quarters since. The position peaked at $839K in Q4 2016. 383 funds tracked by Wall St. Rank hold EXR as of Q2 2017.

  • Kissinger Financial Services held 10,709 shares of Extra Space Storage worth $836K as of Q2 2017.
  • Kissinger Financial Services bought 100 Extra Space Storage shares in Q2 2017, an estimated $7.67K.
  • Extra Space Storage made up 0.83% of Kissinger Financial Services's portfolio in Q2 2017, its #38 holding.
  • Kissinger Financial Services first reported a position in Extra Space Storage in Q3 2016 and has held it in 4 quarters since.
  • Kissinger Financial Services's Extra Space Storage position peaked at $839K in Q4 2016.
  • 383 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2017.

Based on Kissinger Financial Services's 13F filing for Q2 2017, filed 11 Jul 2017.