Bartlett & Co Wealth Management’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
2025
Q3
$114K Sell
2025
Q2
$173K Sell
2025
Q1
$175K Buy
2024
Q4
$176K Hold
2024
Q3
$212K Hold
2024
Q2
$183K Sell
2024
Q1
$217K Hold
2023
Q4
$242K Hold
2023
Q3
$179K Buy