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Transaction Details

Company: Extra Space Storage
Yahoo Beta:0.22
Industry:REIT - industrial

Company Description:  EXR operates as a real estate investment trust (REIT) in the United States. It engages in property management and development activities that include acquiring, managing, developing, selling, and renting of self-storage facilities.

Purchase Date:19 Feb 2016 Sale Date:14 Feb 2018
Purchase Price:$87.00 Sale Price:$81.50
  --Split Adjusted:$87.00  --Split Adjusted:$81.50
Shares Purchased:60 Shares Sold:60
  --Split Adjusted:60  --Split Adjusted:60
Transaction Fee:$6.95 Transaction Fee:$5.06
Price Range (6 Months Prior):    Price Range (6 Months After):    
High$91.15 High$0.00
Date06 Jan 2016 Date01 Jan 1996
Low$78.42 Low$0.00
Date08 Feb 2016 Date01 Jan 1996
S&P (Purchase Date):$1,917.78 S&P (Sale Date):$2,698.63

Timing:  We bought near the six month high.
Reason:  The highly fragmented self-storage industry is favorable to EXR as it will be able to drive growth through acquisitions.

Reason:  The stock has not performed well since we purchased it. With the expected increases in interest rates, REITs have become less attractive investments.

S&P Gain: 40.72 % Annualized Gain: 19.68%
Stock Gain: -6.32 % Annualized Gain: -3.38%

Net Holding Return ($): $20.99
Net Holding Return (%): 0.4 %