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Rampart Investment Management’s Extra Space Storage EXR Stock Holding History

Rampart Investment Management’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
2020
Q4 		– Sell
-67
Closed -$7K – 129
2020
Q3 		$7K Sell
67
-2,061
-97% -$213K ﹤0.01% 399
2020
Q2 		$197K Buy
2,128
+1,079
+103% +$100K 0.03% 383
2020
Q1 		$100K Sell
1,049
-3,678
-78% -$383K 0.05% 323
2019
Q4 		$499K Sell
4,727
-72
-2% -$7.85K 0.06% 317
2019
Q3 		$561K Sell
4,799
-504
-10% -$58.3K 0.07% 282
2019
Q2 		$563K Sell
5,303
-441
-8% -$46.3K 0.07% 300
2019
Q1 		$585K Buy
5,744
+4,420
+334% +$425K 0.07% 292
2018
Q4 		$120K Sell
1,324
-7,274
-85% -$661K 0.03% 366
2018
Q3 		$122K Sell
8,598
-11,311
-57% -$1.05M 0.05% 362
2018
Q2 		$1.99M Buy
19,909
+14,323
+256% +$1.33M 0.19% 147
2018
Q1 		$488K Buy
5,586
+4,053
+264% +$341K 0.05% 342
2017
Q4 		$134K Sell
1,533
-222
-13% -$18.7K 0.05% 377
2017
Q3 		$140K Buy
1,755
+292
+20% +$22.7K 0.05% 404
2017
Q2 		$114K Buy
1,463
+1,117
+323% +$85.7K 0.04% 431
2017
Q1 		$26K Buy
+346
New +$26.1K 0.01% 406

Other funds holding EXR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Rampart Investment Management's EXR Position: Q4 2020 in Review

Rampart Investment Management sold out of Extra Space Storage (EXR) in Q4 2020, closing a stake of 67 shares — an estimated $7K sold.

Rampart Investment Management first reported a position in EXR in Q1 2017 and held it in 15 quarters. The position peaked at $1.99M in Q2 2018. 483 funds tracked by Wall St. Rank hold EXR as of Q4 2020.

  • Rampart Investment Management reported no remaining Extra Space Storage position as of Q4 2020 after selling out during the quarter.
  • Rampart Investment Management sold 67 Extra Space Storage shares in Q4 2020, an estimated $7K.
  • Rampart Investment Management first reported a position in Extra Space Storage in Q1 2017 and held it in 15 quarters.
  • Rampart Investment Management's Extra Space Storage position peaked at $1.99M in Q2 2018.
  • 483 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2020.

Based on Rampart Investment Management's 13F filing for Q4 2020.