Aptus Capital Advisors’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 | $359K | Buy |
2,435
+781
| +47% | +$115K | ﹤0.01% | 763 |
|
|
2025
Q1 | $246K | Buy |
1,654
+16
| +1% | +$2.38K | ﹤0.01% | 821 |
|
|
2024
Q4 | $245K | Buy |
1,638
+68
| +4% | +$10.2K | ﹤0.01% | 820 |
|
|
2024
Q3 | $283K | Buy |
1,570
+82
| +6% | +$14.8K | ﹤0.01% | 668 |
|
|
2024
Q2 | $231K | Buy |
1,488
+102
| +7% | +$15.9K | ﹤0.01% | 694 |
|
|
2024
Q1 | $204K | Buy |
1,386
+120
| +9% | +$17.6K | ﹤0.01% | 724 |
|
|
2023
Q4 | $203K | Sell |
1,266
-447
| -26% | -$71.7K | 0.01% | 557 |
|
|
2023
Q3 | $208K | Buy |
+1,713
| New | +$208K | 0.01% | 557 |
|
|
2022
Q4 | – | Sell |
-18,814
| Closed | -$3.25M | – | 809 |
|
|
2022
Q3 | $3.25M | Buy |
18,814
+551
| +3% | +$95.2K | 0.08% | 142 |
|
|
2022
Q2 | $3.11M | Buy |
18,263
+2,099
| +13% | +$357K | 0.08% | 135 |
|
|
2022
Q1 | $3.32M | Buy |
16,164
+2,940
| +22% | +$605K | 0.08% | 129 |
|
|
2021
Q4 | $3M | Buy |
+13,224
| New | +$3M | 0.09% | 132 |
|