WEC
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Winslow Evans & Crocker’s Extra Space Storage EXR Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$6K Buy
+51
New +$5.81K ﹤0.01% 1039
2016
Q1 		– Sell
-7,726
Closed -$681K – 1305
2015
Q4 		$681K Buy
+7,726
New +$635K 0.2% 118

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Winslow Evans & Crocker's EXR Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in Extra Space Storage (EXR) in Q4 2020: 51 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #1039 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in EXR as recently as Q4 2015.

Winslow Evans & Crocker first reported a position in EXR in Q4 2015 and has held it in 2 quarters since. The position peaked at $681K in Q4 2015. 482 funds tracked by Wall St. Rank hold EXR as of Q4 2020.

  • Winslow Evans & Crocker held 51 shares of Extra Space Storage worth $6K as of Q4 2020.
  • Extra Space Storage was a new Winslow Evans & Crocker position in Q4 2020.
  • Extra Space Storage made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1039 holding.
  • Winslow Evans & Crocker first reported a position in Extra Space Storage in Q4 2015 and has held it in 2 quarters since.
  • Winslow Evans & Crocker's Extra Space Storage position peaked at $681K in Q4 2015.
  • 482 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.