MWNA
EXR icon

Marshall Wace North America’s Extra Space Storage EXR Stock Holding History

Marshall Wace North America’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
2021
Q3 		$302K Buy
+1,800
New +$318K ﹤0.01% 1240
2021
Q2 		– Sell
-109,390
Closed -$14.5M – 1552
2021
Q1 		$14.5M Buy
109,390
+78,100
+250% +$9.46M 0.06% 327
2020
Q4 		$3.62M Buy
+31,290
New +$3.56M 0.02% 608
2020
Q2 		– Sell
-28,932
Closed -$2.77M – 1244
2020
Q1 		$2.77M Sell
28,932
-204,016
-88% -$21.2M 0.02% 424
2019
Q4 		$24.6M Buy
232,948
+93,928
+68% +$10.2M 0.12% 182
2019
Q3 		$16.2M Buy
139,020
+134,753
+3,158% +$15.6M 0.09% 195
2019
Q2 		$453K Buy
4,267
+2,567
+151% +$270K ﹤0.01% 910
2019
Q1 		$173K Buy
+1,700
New +$163K ﹤0.01% 1020

Other funds holding EXR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return