Arete Wealth 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
2025
Q4
$205K Sell
2025
Q3
$270K Buy
2025
Q2
$283K Sell
2025
Q1
$290K Buy