Linscomb Wealth’s Extra Space Storage EXR Stock Holding History

Linscomb Wealth’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	–	Sell	-5,389	Closed	-$516K	–	320
2020 Q1	$516K	Sell	5,389 -2,823	-34%	-$294K	0.05%	245
2019 Q4	$867K	Buy	+8,212	New	+$895K	0.06%	248

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

Linscomb Wealth's EXR Position: Q2 2020 in Review

Linscomb Wealth sold out of Extra Space Storage (EXR) in Q2 2020, closing a stake of 5,389 shares — an estimated $516K sold.

Linscomb Wealth first reported a position in EXR in Q4 2019 and held it in 2 quarters. The position peaked at $867K in Q4 2019. 467 funds tracked by Wall St. Rank hold EXR as of Q2 2020.

Linscomb Wealth reported no remaining Extra Space Storage position as of Q2 2020 after selling out during the quarter.
Linscomb Wealth sold 5,389 Extra Space Storage shares in Q2 2020, an estimated $516K.
Linscomb Wealth first reported a position in Extra Space Storage in Q4 2019 and held it in 2 quarters.
Linscomb Wealth's Extra Space Storage position peaked at $867K in Q4 2019.
467 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2020.

Based on Linscomb Wealth's 13F filing for Q2 2020, filed 11 Aug 2020.