Aptus Capital Advisors’s Extra Space Storage EXR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,835	Closed	-$239K	–	1707
2025 Q4	$239K	Buy	1,835 +123	+7%	+$16.8K	﹤0.01%	973
2025 Q3	$241K	Sell	1,712 -723	-30%	-$104K	﹤0.01%	912
2025 Q2	$359K	Buy	2,435 +781	+47%	+$114K	﹤0.01%	773
2025 Q1	$246K	Buy	1,654 +16	+1%	+$2.43K	﹤0.01%	826
2024 Q4	$245K	Buy	1,638 +68	+4%	+$11.2K	﹤0.01%	828
2024 Q3	$283K	Buy	1,570 +82	+6%	+$13.8K	﹤0.01%	669
2024 Q2	$231K	Buy	1,488 +102	+7%	+$14.9K	﹤0.01%	697
2024 Q1	$204K	Buy	1,386 +120	+9%	+$17.5K	﹤0.01%	730
2023 Q4	$203K	Sell	1,266 -447	-26%	-$56.8K	0.01%	559
2023 Q3	$208K	Buy	+1,713	New	+$230K	0.01%	560
2022 Q4	–	Sell	-18,814	Closed	-$3.25M	–	811
2022 Q3	$3.25M	Buy	18,814 +551	+3%	+$104K	0.08%	146
2022 Q2	$3.11M	Buy	18,263 +2,099	+13%	+$389K	0.08%	142
2022 Q1	$3.32M	Buy	16,164 +2,940	+22%	+$585K	0.08%	137
2021 Q4	$3M	Buy	+13,224	New	+$2.62M	0.09%	140