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Robert N. Shapiro’s Extra Space Storage EXR Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$30K Hold
500
– – 0.01% 540
2014
Q3 		$26K Sell
500
-400
-44% -$21.1K ﹤0.01% 595
2014
Q2 		$48K Hold
900
– – 0.01% 472
2014
Q1 		$44K Hold
900
– – 0.01% 479
2013
Q4 		$38K Buy
+900
New +$39.7K 0.01% 496

Other funds holding EXR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Daiwa Securities Group
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Robert N. Shapiro's EXR Position: Q4 2014 in Review

Robert N. Shapiro held its Extra Space Storage (EXR) position steady in Q4 2014 at 500 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #540.

Robert N. Shapiro first reported a position in EXR in Q4 2013 and has held it in 5 quarters since. The position peaked at $48K in Q2 2014. 276 funds tracked by Wall St. Rank hold EXR as of Q4 2014.

  • Robert N. Shapiro held 500 shares of Extra Space Storage worth $30K as of Q4 2014.
  • Robert N. Shapiro left its Extra Space Storage share count unchanged in Q4 2014.
  • Extra Space Storage made up 0.01% of Robert N. Shapiro's portfolio in Q4 2014, its #540 holding.
  • Robert N. Shapiro first reported a position in Extra Space Storage in Q4 2013 and has held it in 5 quarters since.
  • Robert N. Shapiro's Extra Space Storage position peaked at $48K in Q2 2014.
  • 276 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.