Belpointe Asset Management’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
Q1 | – | Sell |
-1,236
| Closed | -$219K | – | 948 |
|
|
2024
Q4 | $219K | Sell |
1,236
-13
| -1% | -$2.3K | 0.01% | 781 |
|
|
2024
Q3 | $225K | Buy |
+1,249
| New | +$225K | 0.01% | 771 |
|
|
2023
Q2 | – | Sell |
-1,231
| Closed | -$201K | – | 1452 |
|
|
2023
Q1 | $201K | Buy |
1,231
+1,002
| +438% | +$163K | 0.01% | 930 |
|
|
2022
Q4 | $33.8K | Buy |
+229
| New | +$33.8K | ﹤0.01% | 1843 |
|