AWA
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Arete Wealth Advisors’s Extra Space Storage EXR Stock Holding History

Arete Wealth Advisors’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 		$283K Sell
1,917
-33
-2% -$4.87K 0.02% 581
2025
Q1 		$290K Buy
+1,950
New +$290K 0.02% 547