Palladiem’s Extra Space Storage EXR Stock Holding History

Palladiem’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
2015 Q3	–	Sell	-408	Closed	-$27K	–	175
2015 Q2	$27K	Buy	+408	New	+$27.7K	0.02%	80

Other funds holding EXR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Palladiem's EXR Position: Q3 2015 in Review

Palladiem sold out of Extra Space Storage (EXR) in Q3 2015, closing a stake of 408 shares — an estimated $27K sold.

Palladiem first reported a position in EXR in Q2 2015 and held it in 1 quarter. The position peaked at $27K in Q2 2015. 320 funds tracked by Wall St. Rank hold EXR as of Q3 2015.

Palladiem reported no remaining Extra Space Storage position as of Q3 2015 after selling out during the quarter.
Palladiem sold 408 Extra Space Storage shares in Q3 2015, an estimated $27K.
Palladiem first reported a position in Extra Space Storage in Q2 2015 and held it in 1 quarter.
Palladiem's Extra Space Storage position peaked at $27K in Q2 2015.
320 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2015.

Based on Palladiem's 13F filing for Q3 2015, filed 29 Oct 2015.