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Omnia Family Wealth’s Extra Space Storage EXR Stock Holding History

Omnia Family 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
2019
Q2 		– Sell
-25
Closed -$3K – 237
2019
Q1 		$3K Hold
25
– – ﹤0.01% 379
2018
Q4 		$2K Hold
25
– – ﹤0.01% 403
2018
Q3 		$2K Hold
25
– – ﹤0.01% 441
2018
Q2 		$2K Hold
25
– – ﹤0.01% 422
2018
Q1 		$2K Hold
25
– – ﹤0.01% 430
2017
Q4 		$2K Hold
25
– – ﹤0.01% 432
2017
Q3 		$2K Hold
25
– – ﹤0.01% 448
2017
Q2 		$2K Hold
25
– – ﹤0.01% 585
2017
Q1 		$2K Buy
+25
New +$1.89K ﹤0.01% 577

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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Omnia Family Wealth's EXR Position: Q2 2019 in Review

Omnia Family Wealth sold out of Extra Space Storage (EXR) in Q2 2019, closing a stake of 25 shares — an estimated $3K sold.

Omnia Family Wealth first reported a position in EXR in Q1 2017 and held it in 9 quarters. The position peaked at $3K in Q1 2019. 459 funds tracked by Wall St. Rank hold EXR as of Q2 2019.

  • Omnia Family Wealth reported no remaining Extra Space Storage position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 25 Extra Space Storage shares in Q2 2019, an estimated $3K.
  • Omnia Family Wealth first reported a position in Extra Space Storage in Q1 2017 and held it in 9 quarters.
  • Omnia Family Wealth's Extra Space Storage position peaked at $3K in Q1 2019.
  • 459 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.