Ameritas Investment Partners’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Sell |
2,003
-62
| -3% | -$9.14K | 0.01% | 1079 |
|
|
2025
Q1 | $307K | Hold |
2,065
| – | – | 0.01% | 1033 |
|
|
2024
Q4 | $309K | Sell |
2,065
-82
| -4% | -$12.3K | 0.01% | 1070 |
|
|
2024
Q3 | $387K | Sell |
2,147
-81
| -4% | -$14.6K | 0.01% | 942 |
|
|
2024
Q2 | $346K | Sell |
2,228
-120
| -5% | -$18.6K | 0.01% | 947 |
|
|
2024
Q1 | $345K | Hold |
2,348
| – | – | 0.01% | 961 |
|
|
2023
Q4 | $376K | Sell |
2,348
-90
| -4% | -$14.4K | 0.01% | 907 |
|
|
2023
Q3 | $296K | Buy |
2,438
+790
| +48% | +$96K | 0.01% | 960 |
|
|
2023
Q2 | $245K | Hold |
1,648
| – | – | 0.01% | 1008 |
|
|
2023
Q1 | $269K | Hold |
1,648
| – | – | 0.01% | 951 |
|
|
2022
Q4 | $249K | Hold |
1,648
| – | – | 0.01% | 1010 |
|
|
2022
Q3 | $284K | Sell |
1,648
-107
| -6% | -$18.4K | 0.01% | 903 |
|
|
2022
Q2 | $298K | Hold |
1,755
| – | – | 0.01% | 895 |
|
|
2022
Q1 | $361K | Hold |
1,755
| – | – | 0.01% | 897 |
|
|
2021
Q4 | $398K | Sell |
1,755
-125
| -7% | -$28.3K | 0.01% | 872 |
|
|
2021
Q3 | $316K | Hold |
1,880
| – | – | 0.01% | 931 |
|
|
2021
Q2 | $308K | Hold |
1,880
| – | – | 0.01% | 953 |
|
|
2021
Q1 | $249K | Hold |
1,880
| – | – | 0.01% | 1070 |
|
|
2020
Q4 | $218K | Sell |
1,880
-169
| -8% | -$19.6K | 0.01% | 1088 |
|
|
2020
Q3 | $219K | Hold |
2,049
| – | – | 0.01% | 989 |
|
|
2020
Q2 | $189K | Sell |
2,049
-183
| -8% | -$16.9K | 0.01% | 1051 |
|
|
2020
Q1 | $214K | Hold |
2,232
| – | – | 0.01% | 902 |
|
|
2019
Q4 | $236K | Hold |
2,232
| – | – | 0.01% | 993 |
|
|
2019
Q3 | $261K | Hold |
2,232
| – | – | 0.01% | 922 |
|
|
2019
Q2 | $237K | Hold |
2,232
| – | – | 0.01% | 983 |
|
|
2019
Q1 | $227K | Hold |
2,232
| – | – | 0.01% | 982 |
|
|
2018
Q4 | $202K | Sell |
2,232
-167
| -7% | -$15.1K | 0.01% | 953 |
|
|
2018
Q3 | $208K | Hold |
2,399
| – | – | 0.01% | 1065 |
|
|
2018
Q2 | $239K | Sell |
2,399
-380
| -14% | -$37.9K | 0.01% | 981 |
|
|
2018
Q1 | $243K | Hold |
2,779
| – | – | 0.01% | 980 |
|
|
2017
Q4 | $243K | Sell |
2,779
-228
| -8% | -$19.9K | 0.01% | 993 |
|
|
2017
Q3 | $233K | Hold |
3,007
| – | – | 0.01% | 975 |
|
|
2017
Q2 | $235K | Hold |
3,007
| – | – | 0.01% | 982 |
|
|
2017
Q1 | $224K | Hold |
3,007
| – | – | 0.01% | 990 |
|
|
2016
Q4 | $232K | Hold |
3,007
| – | – | 0.01% | 963 |
|
|
2016
Q3 | $239K | Buy |
3,007
+532
| +21% | +$42.3K | 0.01% | 945 |
|
|
2016
Q2 | $229K | Buy |
2,475
+175
| +8% | +$16.2K | 0.01% | 898 |
|
|
2016
Q1 | $215K | Sell |
2,300
-16,333
| -88% | -$1.53M | 0.01% | 923 |
|
|
2015
Q4 | $1.64M | Buy |
18,633
+211
| +1% | +$18.6K | 0.11% | 194 |
|
|
2015
Q3 | $1.42M | Buy |
18,422
+1,800
| +11% | +$139K | 0.1% | 218 |
|
|
2015
Q2 | $1.08M | Hold |
16,622
| – | – | 0.07% | 283 |
|
|
2015
Q1 | $1.12M | Buy |
16,622
+375
| +2% | +$25.3K | 0.07% | 275 |
|
|
2014
Q4 | $953K | Sell |
16,247
-156
| -1% | -$9.15K | 0.07% | 302 |
|
|
2014
Q3 | $846K | Hold |
16,403
| – | – | 0.06% | 335 |
|
|
2014
Q2 | $873K | Sell |
16,403
-385
| -2% | -$20.5K | 0.06% | 334 |
|
|
2014
Q1 | $814K | Sell |
16,788
-535
| -3% | -$25.9K | 0.06% | 355 |
|
|
2013
Q4 | $730K | Buy |
17,323
+509
| +3% | +$21.5K | 0.06% | 403 |
|
|
2013
Q3 | $769K | Buy |
+16,814
| New | +$769K | 0.07% | 344 |
|