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Wealthspire Advisors (Maryland)’s Extra Space Storage EXR Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-532
Closed -$54K – 960
2019
Q1 		$54K Buy
532
+261
+96% +$25.1K ﹤0.01% 867
2018
Q4 		$25K Buy
271
+35
+15% +$3.18K ﹤0.01% 1118
2018
Q3 		$20K Buy
236
+2
+0.9% +$186 ﹤0.01% 1303
2018
Q2 		$23K Buy
234
+8
+4% +$745 ﹤0.01% 1258
2018
Q1 		$20K Sell
226
-117
-34% -$9.84K ﹤0.01% 1295
2017
Q4 		$30K Sell
343
-540
-61% -$45.5K ﹤0.01% 1193
2017
Q3 		$71K Buy
883
+33
+4% +$2.57K 0.01% 838
2017
Q2 		$66K Buy
850
+103
+14% +$7.9K 0.01% 841
2017
Q1 		$56K Buy
747
+508
+213% +$38.3K 0.01% 772
2016
Q4 		$18K Sell
239
-2
-0.8% -$147 ﹤0.01% 1048
2016
Q3 		$19K Buy
241
+207
+609% +$17.5K ﹤0.01% 1067
2016
Q2 		$3K Sell
34
-183
-84% -$16.5K ﹤0.01% 1429
2016
Q1 		$20K Buy
217
+213
+5,325% +$18.5K ﹤0.01% 969
2015
Q4 		$0 Buy
+4
New +$329 ﹤0.01% 1731

Other funds holding EXR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EXR Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Extra Space Storage (EXR) in Q2 2019, closing a stake of 532 shares — an estimated $54K sold.

Wealthspire Advisors (Maryland) first reported a position in EXR in Q4 2015 and held it in 14 quarters. The position peaked at $71K in Q3 2017. 459 funds tracked by Wall St. Rank hold EXR as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Extra Space Storage position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 532 Extra Space Storage shares in Q2 2019, an estimated $54K.
  • Wealthspire Advisors (Maryland) first reported a position in Extra Space Storage in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Extra Space Storage position peaked at $71K in Q3 2017.
  • 459 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.