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UBS’s Extra Space Storage EXR Stock Holding History

UBS’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
2013
Q3 		– Sell
-400
Closed -$17K – 10457
2013
Q2 		$17K Buy
+400
New +$16.9K ﹤0.01% 8066

Other funds holding EXR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

UBS's EXR Position: Q3 2014 in Review

UBS reduced its Extra Space Storage (EXR) stake by 56% in Q3 2014, selling an estimated $891K and leaving 13,125 shares worth $678K. The position accounts for ﹤0.01% of the portfolio, ranked #3981.

UBS first reported a position in EXR in Q2 2013 and has held it in 6 quarters since. The position peaked at $4.32M in Q2 2013. 247 funds tracked by Wall St. Rank hold EXR as of Q3 2014.

  • UBS held 13,125 shares of Extra Space Storage worth $678K as of Q3 2014.
  • UBS sold 16,871 Extra Space Storage shares in Q3 2014, an estimated $891K.
  • Extra Space Storage made up ﹤0.01% of UBS's portfolio in Q3 2014, its #3981 holding.
  • UBS first reported a position in Extra Space Storage in Q2 2013 and has held it in 6 quarters since.
  • UBS's Extra Space Storage position peaked at $4.32M in Q2 2013.
  • 247 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.