Wealthfront’s Extra Space Storage EXR Stock Holding History

Wealthfront’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 Q3	$1.54M	Sell	17,799 -4,119	-19%	-$382K	0.01%	174
2018 Q2	$2.19M	Sell	21,918 -484	-2%	-$45.1K	0.02%	116
2018 Q1	$1.96M	Buy	22,402 +1,793	+9%	+$151K	0.02%	139
2017 Q4	$1.8M	Buy	20,609 +7,253	+54%	+$612K	0.02%	137
2017 Q3	$1.07M	Buy	13,356 +6,840	+105%	+$532K	0.01%	187
2017 Q2	$508K	Buy	+6,516	New	+$500K	0.01%	265
2015 Q4	–	Sell	-924	Closed	-$71K	–	525
2015 Q3	$71K	Buy	924 +461	+100%	+$33.8K	﹤0.01%	462
2015 Q2	$30K	Buy	463 +376	+432%	+$25.5K	﹤0.01%	561
2015 Q1	$6K	Buy	87 +85	+4,250%	+$5.58K	﹤0.01%	742
2014 Q4	$0	Buy	+2	New	+$115	﹤0.01%	770

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

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

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

CIMLRA

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Wealthfront's EXR Position: Q3 2018 in Review

Wealthfront reduced its Extra Space Storage (EXR) stake by 19% in Q3 2018, selling an estimated $382K and leaving 17,799 shares worth $1.54M. The position accounts for 0.01% of the portfolio, ranked #174.

Wealthfront first reported a position in EXR in Q4 2014 and has held it in 10 quarters since. The position peaked at $2.19M in Q2 2018. 463 funds tracked by Wall St. Rank hold EXR as of Q3 2018.

Wealthfront held 17,799 shares of Extra Space Storage worth $1.54M as of Q3 2018.
Wealthfront sold 4,119 Extra Space Storage shares in Q3 2018, an estimated $382K.
Extra Space Storage made up 0.01% of Wealthfront's portfolio in Q3 2018, its #174 holding.
Wealthfront first reported a position in Extra Space Storage in Q4 2014 and has held it in 10 quarters since.
Wealthfront's Extra Space Storage position peaked at $2.19M in Q2 2018.
463 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.