Lenox Wealth Advisors’s Extra Space Storage EXR Stock Holding History

Lenox Wealth Advisors’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 Q1	–	Sell	-1	Closed	–	–	824
2019 Q4	$0	Buy	+1	New	+$109	﹤0.01%	754

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

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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lenox Wealth Advisors's EXR Position: Q1 2020 in Review

Lenox Wealth Advisors sold out of Extra Space Storage (EXR) in Q1 2020, closing a stake of 1 share.

Lenox Wealth Advisors first reported a position in EXR in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 459 funds tracked by Wall St. Rank hold EXR as of Q1 2020.

Lenox Wealth Advisors reported no remaining Extra Space Storage position as of Q1 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 1 Extra Space Storage share in Q1 2020.
Lenox Wealth Advisors first reported a position in Extra Space Storage in Q4 2019 and held it in 1 quarter.
Lenox Wealth Advisors's Extra Space Storage position peaked at $0 in Q4 2019.
459 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2020.

Based on Lenox Wealth Advisors's 13F filing for Q1 2020, filed 3 Apr 2020.