PCP
EXR icon

Proficio Capital Partners’s Extra Space Storage EXR Stock Holding History

Proficio Capital Partners’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
Q3 		– Sell
-75
Closed -$8K – 604
2019
Q2 		$8K Buy
75
+6
+9% +$630 ﹤0.01% 1025
2019
Q1 		$7K Buy
69
+8
+13% +$768 ﹤0.01% 999
2018
Q4 		$6K Hold
61
– – ﹤0.01% 822
2018
Q3 		$5K Sell
61
-5
-8% -$464 ﹤0.01% 948
2018
Q2 		$7K Buy
66
+9
+16% +$838 ﹤0.01% 909
2018
Q1 		$5K Buy
57
+16
+39% +$1.35K ﹤0.01% 1000
2017
Q4 		$4K Buy
41
+10
+32% +$843 ﹤0.01% 1012
2017
Q3 		$2K Hold
31
– – ﹤0.01% 1091
2017
Q2 		$2K Buy
31
+4
+15% +$307 ﹤0.01% 1084
2017
Q1 		$2K Buy
+27
New +$2.04K ﹤0.01% 1126
2016
Q2 		– Sell
-15
Closed -$1K – 1064
2016
Q1 		$1K Sell
15
-44
-75% -$3.82K ﹤0.01% 865
2015
Q4 		$5K Buy
+59
New +$4.85K ﹤0.01% 417

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Proficio Capital Partners's EXR Position: Q3 2019 in Review

Proficio Capital Partners sold out of Extra Space Storage (EXR) in Q3 2019, closing a stake of 75 shares — an estimated $8K sold.

Proficio Capital Partners first reported a position in EXR in Q4 2015 and held it in 12 quarters. The position peaked at $8K in Q2 2019. 499 funds tracked by Wall St. Rank hold EXR as of Q3 2019.

  • Proficio Capital Partners reported no remaining Extra Space Storage position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 75 Extra Space Storage shares in Q3 2019, an estimated $8K.
  • Proficio Capital Partners first reported a position in Extra Space Storage in Q4 2015 and held it in 12 quarters.
  • Proficio Capital Partners's Extra Space Storage position peaked at $8K in Q2 2019.
  • 499 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.