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

Lenox Wealth Management’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 Q2	$6K	Hold	72	–	–	﹤0.01%	508
2020 Q1	$6K	Hold	72	–	–	﹤0.01%	462
2019 Q4	$8K	Hold	72	–	–	﹤0.01%	473
2019 Q3	$8K	Sell	72 -25	-26%	-$2.89K	﹤0.01%	477
2019 Q2	$10K	Hold	97	–	–	﹤0.01%	434
2019 Q1	$10K	Sell	97 -74	-43%	-$7.11K	﹤0.01%	442
2018 Q4	$11K	Hold	171	–	–	﹤0.01%	375
2018 Q3	$11K	Buy	+171	New	+$15.9K	﹤0.01%	400
2017 Q3	–	Sell	-8,014	Closed	-$625K	–	489
2017 Q2	$625K	Buy	+8,014	New	+$615K	0.25%	76

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lenox Wealth Management's EXR Position: Q2 2020 in Review

Lenox Wealth Management held its Extra Space Storage (EXR) position steady in Q2 2020 at 72 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

Lenox Wealth Management first reported a position in EXR in Q2 2017 and has held it in 9 quarters since. The position peaked at $625K in Q2 2017. 467 funds tracked by Wall St. Rank hold EXR as of Q2 2020.

Lenox Wealth Management held 72 shares of Extra Space Storage worth $6K as of Q2 2020.
Lenox Wealth Management left its Extra Space Storage share count unchanged in Q2 2020.
Extra Space Storage made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #508 holding.
Lenox Wealth Management first reported a position in Extra Space Storage in Q2 2017 and has held it in 9 quarters since.
Lenox Wealth Management's Extra Space Storage position peaked at $625K in Q2 2017.
467 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.