Beaton Management Company’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 | $258K | Hold |
1,750
| – | – | 0.13% | 119 |
|
|
2025
Q1 | $260K | Hold |
1,750
| – | – | 0.14% | 115 |
|
|
2024
Q4 | $262K | Hold |
1,750
| – | – | 0.13% | 117 |
|
|
2024
Q3 | $315K | Hold |
1,750
| – | – | 0.16% | 107 |
|
|
2024
Q2 | $272K | Hold |
1,750
| – | – | 0.15% | 115 |
|
|
2024
Q1 | $257K | Hold |
1,750
| – | – | 0.14% | 119 |
|
|
2023
Q4 | $281K | Hold |
1,750
| – | – | 0.17% | 113 |
|
|
2023
Q3 | $213K | Hold |
1,750
| – | – | 0.14% | 124 |
|
|
2023
Q2 | $260K | Hold |
1,750
| – | – | 0.16% | 116 |
|
|
2023
Q1 | $285K | Hold |
1,750
| – | – | 0.19% | 108 |
|
|
2022
Q4 | $258K | Hold |
1,750
| – | – | 0.17% | 111 |
|
|
2022
Q3 | $302K | Hold |
1,750
| – | – | 0.23% | 98 |
|
|
2022
Q2 | $298K | Hold |
1,750
| – | – | 0.21% | 103 |
|
|
2022
Q1 | $360K | Hold |
1,750
| – | – | 0.22% | 99 |
|
|
2021
Q4 | $397K | Buy |
1,750
+500
| +40% | +$113K | 0.24% | 95 |
|
|
2021
Q3 | $210K | Hold |
1,250
| – | – | 0.14% | 133 |
|
|
2021
Q2 | $205K | Buy |
+1,250
| New | +$205K | 0.13% | 135 |
|