Anchor Investment Management’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 | – | Hold |
0
| – | – | – | 1055 |
|
|
2025
Q1 | – | Sell |
-170
| Closed | -$25.4K | – | 1045 |
|
|
2024
Q4 | $25.4K | Hold |
170
| – | – | ﹤0.01% | 674 |
|
|
2024
Q3 | $30.6K | Hold |
170
| – | – | ﹤0.01% | 644 |
|
|
2024
Q2 | $26.4K | Hold |
170
| – | – | ﹤0.01% | 603 |
|
|
2024
Q1 | $25K | Sell |
170
-50
| -23% | -$7.35K | ﹤0.01% | 639 |
|
|
2023
Q4 | $35.3K | Sell |
220
-35
| -14% | -$5.61K | ﹤0.01% | 568 |
|
|
2023
Q3 | $31K | Sell |
255
-25
| -9% | -$3.04K | ﹤0.01% | 587 |
|
|
2023
Q2 | $41.7K | Sell |
280
-450
| -62% | -$67K | 0.01% | 535 |
|
|
2023
Q1 | $119K | Hold |
730
| – | – | 0.02% | 414 |
|
|
2022
Q4 | $107K | Hold |
730
| – | – | 0.02% | 425 |
|
|
2022
Q3 | $126K | Sell |
730
-4
| -0.5% | -$691 | 0.02% | 405 |
|
|
2022
Q2 | $125K | Sell |
734
-261
| -26% | -$44.4K | 0.02% | 420 |
|
|
2022
Q1 | $205K | Buy |
995
+10
| +1% | +$2.06K | 0.03% | 368 |
|
|
2021
Q4 | $223K | Hold |
985
| – | – | 0.03% | 368 |
|
|
2021
Q3 | $165K | Buy |
985
+35
| +4% | +$5.88K | 0.02% | 382 |
|
|
2021
Q2 | $156K | Hold |
950
| – | – | 0.02% | 399 |
|
|
2021
Q1 | $126K | Buy |
950
+750
| +375% | +$99.4K | 0.02% | 408 |
|
|
2020
Q4 | $23.2K | Hold |
200
| – | – | ﹤0.01% | 579 |
|
|
2020
Q3 | $21.4K | Sell |
200
-1,800
| -90% | -$193K | ﹤0.01% | 554 |
|
|
2020
Q2 | $185K | Hold |
2,000
| – | – | 0.04% | 281 |
|
|
2020
Q1 | $192K | Hold |
2,000
| – | – | 0.05% | 252 |
|
|
2019
Q4 | $211K | Hold |
2,000
| – | – | 0.05% | 286 |
|
|
2019
Q3 | $234K | Hold |
2,000
| – | – | 0.05% | 264 |
|
|
2019
Q2 | $212K | Hold |
2,000
| – | – | 0.05% | 283 |
|
|
2019
Q1 | $204K | Hold |
2,000
| – | – | 0.05% | 283 |
|
|
2018
Q4 | $181K | Hold |
2,000
| – | – | 0.05% | 286 |
|
|
2018
Q3 | $173K | Hold |
2,000
| – | – | 0.04% | 311 |
|
|
2018
Q2 | $200K | Hold |
2,000
| – | – | 0.05% | 301 |
|
|
2018
Q1 | $175K | Buy |
2,000
+1,800
| +900% | +$157K | 0.05% | 314 |
|
|
2017
Q4 | $17.5K | Hold |
200
| – | – | ﹤0.01% | 583 |
|
|
2017
Q3 | $16K | Buy |
+200
| New | +$16K | ﹤0.01% | 577 |
|