Sand Hill Global Advisors’s Extra Space Storage EXR Stock Holding History

Sand Hill Global Advisors’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
2018 Q4	–	Sell	-6,471	Closed	-$561K	–	105
2018 Q3	$561K	Hold	6,471	–	–	0.05%	72
2018 Q2	$646K	Buy	+6,471	New	+$602K	0.06%	72
2018 Q1	–	Sell	-6,443	Closed	-$563K	–	83
2017 Q4	$563K	Hold	6,443	–	–	0.06%	74
2017 Q3	$515K	Sell	6,443 -2,555	-28%	-$199K	0.05%	76
2017 Q2	$702K	Buy	+8,998	New	+$690K	0.08%	73

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Sand Hill Global Advisors's EXR Position: Q4 2018 in Review

Sand Hill Global Advisors sold out of Extra Space Storage (EXR) in Q4 2018, closing a stake of 6,471 shares — an estimated $561K sold.

Sand Hill Global Advisors first reported a position in EXR in Q2 2017 and held it in 5 quarters. The position peaked at $702K in Q2 2017. 464 funds tracked by Wall St. Rank hold EXR as of Q4 2018.

Sand Hill Global Advisors reported no remaining Extra Space Storage position as of Q4 2018 after selling out during the quarter.
Sand Hill Global Advisors sold 6,471 Extra Space Storage shares in Q4 2018, an estimated $561K.
Sand Hill Global Advisors first reported a position in Extra Space Storage in Q2 2017 and held it in 5 quarters.
Sand Hill Global Advisors's Extra Space Storage position peaked at $702K in Q2 2017.
464 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2018.

Based on Sand Hill Global Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.