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Lee Financial’s Extra Space Storage EXR Stock Holding History

Lee Financial’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
Q3 		– Sell
-1,050
Closed -$105K – 543
2018
Q2 		$105K Sell
1,050
-1,050
-50% -$97.8K 0.02% 204
2018
Q1 		$183K Buy
2,100
+1,050
+100% +$88.3K 0.05% 160
2017
Q4 		$92K Hold
1,050
– – 0.03% 159
2017
Q3 		$84K Hold
1,050
– – 0.03% 153
2017
Q2 		$82K Buy
+1,050
New +$80.5K 0.03% 158

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Lee Financial's EXR Position: Q3 2018 in Review

Lee Financial sold out of Extra Space Storage (EXR) in Q3 2018, closing a stake of 1,050 shares — an estimated $105K sold.

Lee Financial first reported a position in EXR in Q2 2017 and held it in 5 quarters. The position peaked at $183K in Q1 2018. 462 funds tracked by Wall St. Rank hold EXR as of Q3 2018.

  • Lee Financial reported no remaining Extra Space Storage position as of Q3 2018 after selling out during the quarter.
  • Lee Financial sold 1,050 Extra Space Storage shares in Q3 2018, an estimated $105K.
  • Lee Financial first reported a position in Extra Space Storage in Q2 2017 and held it in 5 quarters.
  • Lee Financial's Extra Space Storage position peaked at $183K in Q1 2018.
  • 462 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2018.

Based on Lee Financial's 13F filing for Q3 2018, filed 7 Nov 2018.