Private Ocean’s Extra Space Storage EXR Stock Holding History

Private Ocean’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 Q4	–	Sell	-90	Closed	-$11K	–	529
2019 Q3	$11K	Buy	+90	New	+$10.4K	﹤0.01%	388

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

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

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Private Ocean's EXR Position: Q4 2019 in Review

Private Ocean sold out of Extra Space Storage (EXR) in Q4 2019, closing a stake of 90 shares — an estimated $11K sold.

Private Ocean first reported a position in EXR in Q3 2019 and held it in 1 quarter. The position peaked at $11K in Q3 2019. 494 funds tracked by Wall St. Rank hold EXR as of Q4 2019.

Private Ocean reported no remaining Extra Space Storage position as of Q4 2019 after selling out during the quarter.
Private Ocean sold 90 Extra Space Storage shares in Q4 2019, an estimated $11K.
Private Ocean first reported a position in Extra Space Storage in Q3 2019 and held it in 1 quarter.
Private Ocean's Extra Space Storage position peaked at $11K in Q3 2019.
494 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2019.

Based on Private Ocean's 13F filing for Q4 2019, filed 5 Feb 2020.