Cambridge Investment Research 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 | $2.03M | Buy |
13,779
+199
| +1% | +$29.3K | 0.01% | 1426 |
|
|
2025
Q1 | $2.02M | Buy |
13,580
+68
| +0.5% | +$10.1K | 0.01% | 1339 |
|
|
2024
Q4 | $2.02M | Sell |
13,512
-420
| -3% | -$62.8K | 0.01% | 1351 |
|
|
2024
Q3 | $2.51M | Sell |
13,932
-704
| -5% | -$127K | 0.01% | 1181 |
|
|
2024
Q2 | $2.28M | Sell |
14,636
-1,067
| -7% | -$166K | 0.01% | 1204 |
|
|
2024
Q1 | $2.31M | Sell |
15,703
-4,933
| -24% | -$725K | 0.01% | 1174 |
|
|
2023
Q4 | $3.31M | Buy |
20,636
+745
| +4% | +$119K | 0.01% | 908 |
|
|
2023
Q3 | $2.42M | Buy |
19,891
+4,398
| +28% | +$535K | 0.01% | 1012 |
|
|
2023
Q2 | $2.31M | Sell |
15,493
-987
| -6% | -$147K | 0.01% | 1085 |
|
|
2023
Q1 | $2.69M | Buy |
16,480
+950
| +6% | +$155K | 0.01% | 969 |
|
|
2022
Q4 | $2.29M | Buy |
15,530
+1,480
| +11% | +$218K | 0.01% | 1010 |
|
|
2022
Q3 | $2.43M | Sell |
14,050
-263
| -2% | -$45.4K | 0.01% | 925 |
|
|
2022
Q2 | $2.44M | Sell |
14,313
-2,515
| -15% | -$428K | 0.01% | 953 |
|
|
2022
Q1 | $3.46M | Buy |
16,828
+2,681
| +19% | +$551K | 0.02% | 835 |
|
|
2021
Q4 | $3.21M | Buy |
14,147
+1,816
| +15% | +$412K | 0.01% | 882 |
|
|
2021
Q3 | $2.07M | Buy |
12,331
+606
| +5% | +$102K | 0.01% | 1075 |
|
|
2021
Q2 | $1.92M | Sell |
11,725
-1,009
| -8% | -$165K | 0.01% | 1149 |
|
|
2021
Q1 | $1.69M | Buy |
12,734
+1,431
| +13% | +$190K | 0.01% | 1095 |
|
|
2020
Q4 | $1.31M | Sell |
11,303
-408
| -3% | -$47.3K | 0.01% | 1147 |
|
|
2020
Q3 | $1.25M | Sell |
11,711
-39,621
| -77% | -$4.24M | 0.01% | 1055 |
|
|
2020
Q2 | $4.74M | Sell |
51,332
-4,935
| -9% | -$456K | 0.04% | 463 |
|
|
2020
Q1 | $5.39M | Buy |
56,267
+44,767
| +389% | +$4.29M | 0.05% | 346 |
|
|
2019
Q4 | $1.22M | Buy |
11,500
+5,947
| +107% | +$628K | 0.01% | 1040 |
|
|
2019
Q3 | $649K | Sell |
5,553
-22
| -0.4% | -$2.57K | 0.01% | 1332 |
|
|
2019
Q2 | $591K | Buy |
5,575
+161
| +3% | +$17.1K | 0.01% | 1322 |
|
|
2019
Q1 | $552K | Buy |
5,414
+417
| +8% | +$42.5K | 0.01% | 1419 |
|
|
2018
Q4 | $452K | Buy |
4,997
+942
| +23% | +$85.2K | 0.01% | 1382 |
|
|
2018
Q3 | $351K | Buy |
4,055
+1,197
| +42% | +$104K | ﹤0.01% | 1686 |
|
|
2018
Q2 | $285K | Buy |
2,858
+247
| +9% | +$24.6K | ﹤0.01% | 1764 |
|
|
2018
Q1 | $228K | Sell |
2,611
-194
| -7% | -$16.9K | ﹤0.01% | 1882 |
|
|
2017
Q4 | $245K | Buy |
+2,805
| New | +$245K | ﹤0.01% | 1784 |
|
|
2017
Q3 | – | Sell |
-2,814
| Closed | -$220K | – | 2019 |
|
|
2017
Q2 | $220K | Sell |
2,814
-549
| -16% | -$42.9K | ﹤0.01% | 1691 |
|
|
2017
Q1 | $250K | Sell |
3,363
-691
| -17% | -$51.4K | ﹤0.01% | 1494 |
|
|
2016
Q4 | $313K | Sell |
4,054
-5,669
| -58% | -$438K | 0.01% | 1246 |
|
|
2016
Q3 | $772K | Sell |
9,723
-526
| -5% | -$41.8K | 0.01% | 806 |
|
|
2016
Q2 | $948K | Buy |
10,249
+4,947
| +93% | +$458K | 0.02% | 625 |
|
|
2016
Q1 | $496K | Buy |
5,302
+111
| +2% | +$10.4K | 0.01% | 903 |
|
|
2015
Q4 | $458K | Buy |
5,191
+450
| +9% | +$39.7K | 0.01% | 886 |
|
|
2015
Q3 | $366K | Buy |
4,741
+166
| +4% | +$12.8K | 0.01% | 925 |
|
|
2015
Q2 | $298K | Buy |
4,575
+407
| +10% | +$26.5K | 0.01% | 1062 |
|
|
2015
Q1 | $282K | Buy |
+4,168
| New | +$282K | 0.01% | 1084 |
|