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WFG Advisors’s Extra Space Storage EXR Stock Holding History

WFG 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
2017
Q2 		$350K Buy
4,483
+226
+5% +$17.3K 0.08% 263
2017
Q1 		$317K Sell
4,257
-99
-2% -$7.47K 0.08% 248
2016
Q4 		$336K Buy
4,356
+434
+11% +$31.9K 0.08% 261
2016
Q3 		$311K Buy
3,922
+269
+7% +$22.7K 0.08% 265
2016
Q2 		$338K Buy
3,653
+181
+5% +$16.3K 0.09% 220
2016
Q1 		$325K Buy
3,472
+22
+0.6% +$1.91K 0.09% 216
2015
Q4 		$304K Sell
3,450
-53
-2% -$4.35K 0.09% 221
2015
Q3 		$270K Sell
3,503
-65
-2% -$4.76K 0.08% 231
2015
Q2 		$233K Buy
3,568
+387
+12% +$26.2K 0.06% 302
2015
Q1 		$215K Buy
3,181
+305
+11% +$20K 0.06% 333
2014
Q4 		$169K Buy
2,876
+34
+1% +$1.95K 0.03% 480
2014
Q3 		$147K Buy
2,842
+358
+14% +$18.9K 0.03% 526
2014
Q2 		$132K Buy
2,484
+194
+8% +$10K 0.02% 564
2014
Q1 		$111K Sell
2,290
-23,606
-91% -$1.09M 0.02% 602
2013
Q4 		$1.09M Sell
25,896
-33
-0.1% -$1.46K 0.16% 153
2013
Q3 		$1.19M Buy
25,929
+359
+1% +$15.5K 0.18% 139
2013
Q2 		$1.07M Buy
+25,570
New +$1.08M 0.18% 145

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

WFG Advisors's EXR Position: Q2 2017 in Review

WFG Advisors increased its Extra Space Storage (EXR) stake by 5.3% in Q2 2017, buying an estimated $17.3K and bringing the position to 4,483 shares worth $350K. The position accounts for 0.08% of the portfolio, ranked #263.

WFG Advisors first reported a position in EXR in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.19M in Q3 2013. 383 funds tracked by Wall St. Rank hold EXR as of Q2 2017.

  • WFG Advisors held 4,483 shares of Extra Space Storage worth $350K as of Q2 2017.
  • WFG Advisors bought 226 Extra Space Storage shares in Q2 2017, an estimated $17.3K.
  • Extra Space Storage made up 0.08% of WFG Advisors's portfolio in Q2 2017, its #263 holding.
  • WFG Advisors first reported a position in Extra Space Storage in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Extra Space Storage position peaked at $1.19M in Q3 2013.
  • 383 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.