Ballentine Partners’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
$220K Buy
+1,493
New +$220K ﹤0.01% 843
2023
Q3
Sell
-1,532
Closed -$228K 622
2023
Q2
$228K Buy
+1,532
New +$228K 0.01% 517