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Yorktown Management & Research Company’s Extra Space Storage EXR Stock Holding History

Yorktown Management & Research Company’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
Q2 		– Sell
-3,900
Closed -$341K – 363
2018
Q1 		$341K Hold
3,900
– – 0.1% 208
2017
Q4 		$341K Hold
3,900
– – 0.1% 227
2017
Q3 		$312K Buy
+3,900
New +$304K 0.08% 231

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
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Yorktown Management & Research Company's EXR Position: Q2 2018 in Review

Yorktown Management & Research Company sold out of Extra Space Storage (EXR) in Q2 2018, closing a stake of 3,900 shares — an estimated $341K sold.

Yorktown Management & Research Company first reported a position in EXR in Q3 2017 and held it in 3 quarters. The position peaked at $341K in Q1 2018. 451 funds tracked by Wall St. Rank hold EXR as of Q2 2018.

  • Yorktown Management & Research Company reported no remaining Extra Space Storage position as of Q2 2018 after selling out during the quarter.
  • Yorktown Management & Research Company sold 3,900 Extra Space Storage shares in Q2 2018, an estimated $341K.
  • Yorktown Management & Research Company first reported a position in Extra Space Storage in Q3 2017 and held it in 3 quarters.
  • Yorktown Management & Research Company's Extra Space Storage position peaked at $341K in Q1 2018.
  • 451 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2018.

Based on Yorktown Management & Research Company's 13F filing for Q2 2018, filed 10 Aug 2018.