Brown Financial Advisors’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
$1.72M Buy
11,654
+274
+2% +$40.4K 0.67% 54
2025
Q1
$1.69M Buy
11,380
+1,714
+18% +$255K 0.7% 53
2024
Q4
$1.45M Buy
9,666
+532
+6% +$79.6K 0.58% 53
2024
Q3
$1.65M Buy
9,134
+3,731
+69% +$672K 0.68% 47
2024
Q2
$840K Buy
+5,403
New +$840K 0.38% 80