KWILP
EXR icon

Kiwi Wealth Investments Limited Partnership’s Extra Space Storage EXR Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2019
Q4 		– Sell
-19,436
Closed -$2.27M – 192
2019
Q3 		$2.27M Sell
19,436
-1,017
-5% -$118K 0.18% 131
2019
Q2 		$2.17M Buy
20,453
+8,176
+67% +$859K 0.19% 131
2019
Q1 		$1.25M Buy
+12,277
New +$1.18M 0.11% 152

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's EXR Position: Q4 2019 in Review

Kiwi Wealth Investments Limited Partnership sold out of Extra Space Storage (EXR) in Q4 2019, closing a stake of 19,436 shares — an estimated $2.27M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in EXR in Q1 2019 and held it in 3 quarters. The position peaked at $2.27M in Q3 2019. 495 funds tracked by Wall St. Rank hold EXR as of Q4 2019.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Extra Space Storage position as of Q4 2019 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 19,436 Extra Space Storage shares in Q4 2019, an estimated $2.27M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Extra Space Storage in Q1 2019 and held it in 3 quarters.
  • Kiwi Wealth Investments Limited Partnership's Extra Space Storage position peaked at $2.27M in Q3 2019.
  • 495 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2019.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q4 2019, filed 12 Feb 2020.