American Investment Services’s Extra Space Storage EXR Stock Holding History

American Investment Services’s Portfolio EXR Stock Details EXR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$332K	Buy	2,249 +37	+2%	+$5.46K	0.08%	110
2025 Q1	$328K	Buy	2,212 +39	+2%	+$5.79K	0.06%	132
2024 Q4	$325K	Hold	2,173	–	–	0.06%	132
2024 Q3	$392K	Hold	2,173	–	–	0.07%	117
2024 Q2	$338K	Sell	2,173 -186	-8%	-$28.9K	0.06%	121
2024 Q1	$347K	Hold	2,359	–	–	0.06%	119
2023 Q4	$378K	Hold	2,359	–	–	0.07%	112
2023 Q3	$287K	Buy	2,359 +952	+68%	+$116K	0.06%	115
2023 Q2	$209K	Hold	1,407	–	–	0.04%	136
2023 Q1	$207K	Hold	1,407	–	–	0.04%	129
2022 Q4	$207K	Hold	1,407	–	–	0.04%	129
2022 Q3	$243K	Sell	1,407 -89	-6%	-$15.4K	0.06%	111
2022 Q2	$254K	Hold	1,496	–	–	0.06%	109
2022 Q1	$308K	Sell	1,496 -60	-4%	-$12.4K	0.07%	101
2021 Q4	$353K	Hold	1,556	–	–	0.08%	98
2021 Q3	$261K	Hold	1,556	–	–	0.06%	107
2021 Q2	$255K	Sell	1,556 -327	-17%	-$53.6K	0.06%	106
2021 Q1	$250K	Sell	1,883 -627	-25%	-$83.2K	0.07%	105
2020 Q4	$291K	Hold	2,510	–	–	0.09%	111
2020 Q3	$269K	Hold	2,510	–	–	0.09%	121
2020 Q2	$232K	Hold	2,510	–	–	0.08%	126
2020 Q1	$240K	Hold	2,510	–	–	0.09%	126
2019 Q4	$265K	Hold	2,510	–	–	0.08%	125
2019 Q3	$293K	Sell	2,510 -210	-8%	-$24.5K	0.09%	115
2019 Q2	$289K	Hold	2,720	–	–	0.09%	115
2019 Q1	$277K	Sell	2,720 -443	-14%	-$45.1K	0.09%	111
2018 Q4	$286K	Sell	3,163 -310	-9%	-$28K	0.1%	98
2018 Q3	$301K	Hold	3,473	–	–	0.1%	96
2018 Q2	$347K	Hold	3,473	–	–	0.12%	92
2018 Q1	$303K	Buy	3,473 +443	+15%	+$38.6K	0.11%	95
2017 Q4	$265K	Sell	3,030 -397	-12%	-$34.7K	0.1%	95
2017 Q3	$274K	Hold	3,427	–	–	0.1%	92
2017 Q2	$267K	Hold	3,427	–	–	0.11%	90
2017 Q1	$255K	Hold	3,427	–	–	0.1%	89
2016 Q4	$265K	Sell	3,427 -279	-8%	-$21.6K	0.11%	91
2016 Q3	$294K	Hold	3,706	–	–	0.12%	88
2016 Q2	$343K	Hold	3,706	–	–	0.15%	79
2016 Q1	$346K	Hold	3,706	–	–	0.17%	73
2015 Q4	$327K	Buy	3,706 +993	+37%	+$87.6K	0.18%	71
2015 Q3	$209K	Buy	+2,713	New	+$209K	0.12%	78