Atria Investments’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 | $511K | Sell |
3,464
-481
| -12% | -$70.9K | 0.01% | 1404 |
|
|
2025
Q1 | $586K | Sell |
3,945
-460
| -10% | -$68.3K | 0.01% | 1269 |
|
|
2024
Q4 | $659K | Sell |
4,405
-103
| -2% | -$15.4K | 0.01% | 1190 |
|
|
2024
Q3 | $812K | Sell |
4,508
-3,054
| -40% | -$550K | 0.01% | 1086 |
|
|
2024
Q2 | $1.18M | Sell |
7,562
-519
| -6% | -$80.7K | 0.02% | 859 |
|
|
2024
Q1 | $1.19M | Buy |
8,081
+818
| +11% | +$120K | 0.02% | 879 |
|
|
2023
Q4 | $1.16M | Buy |
+7,263
| New | +$1.16M | 0.02% | 833 |
|
|
2022
Q4 | – | Sell |
-10,133
| Closed | -$1.75M | – | 781 |
|
|
2022
Q3 | $1.75M | Sell |
10,133
-429
| -4% | -$74.1K | 0.04% | 528 |
|
|
2022
Q2 | $1.8M | Buy |
10,562
+580
| +6% | +$98.7K | 0.04% | 537 |
|
|
2022
Q1 | $2.05M | Buy |
9,982
+567
| +6% | +$117K | 0.04% | 561 |
|
|
2021
Q4 | $2.14M | Buy |
9,415
+807
| +9% | +$183K | 0.04% | 542 |
|
|
2021
Q3 | $1.45M | Sell |
8,608
-2,015
| -19% | -$338K | 0.03% | 655 |
|
|
2021
Q2 | $1.74M | Sell |
10,623
-463
| -4% | -$75.8K | 0.03% | 562 |
|
|
2021
Q1 | $1.47M | Buy |
11,086
+1,027
| +10% | +$136K | 0.03% | 561 |
|
|
2020
Q4 | $1.17M | Sell |
10,059
-502
| -5% | -$58.1K | 0.03% | 616 |
|
|
2020
Q3 | $1.13M | Buy |
+10,561
| New | +$1.13M | 0.03% | 522 |
|
|
2020
Q2 | – | Sell |
-47,455
| Closed | -$4.54M | – | 609 |
|
|
2020
Q1 | $4.54M | Buy |
47,455
+7,094
| +18% | +$679K | 0.35% | 71 |
|
|
2019
Q4 | $4.26M | Buy |
40,361
+2,798
| +7% | +$296K | 0.12% | 173 |
|
|
2019
Q3 | $4.39M | Buy |
37,563
+3,059
| +9% | +$357K | 0.16% | 131 |
|
|
2019
Q2 | $4.11M | Buy |
34,504
+8,953
| +35% | +$1.07M | 0.15% | 129 |
|
|
2019
Q1 | $2.6M | Buy |
25,551
+3,061
| +14% | +$312K | 0.11% | 175 |
|
|
2018
Q4 | $2.04M | Sell |
22,490
-589
| -3% | -$53.3K | 0.09% | 181 |
|
|
2018
Q3 | $2M | Buy |
23,079
+985
| +4% | +$85.4K | 0.08% | 227 |
|
|
2018
Q2 | $2.21M | Buy |
22,094
+4,031
| +22% | +$402K | 0.1% | 217 |
|
|
2018
Q1 | $1.58M | Buy |
18,063
+3,063
| +20% | +$268K | 0.08% | 248 |
|
|
2017
Q4 | $1.31M | Buy |
15,000
+11,965
| +394% | +$1.05M | 0.07% | 276 |
|
|
2017
Q3 | $243K | Buy |
3,035
+308
| +11% | +$24.7K | 0.01% | 679 |
|
|
2017
Q2 | $213K | Buy |
+2,727
| New | +$213K | 0.01% | 681 |
|