CAPTRUST Financial Advisors’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 | $6.12M | Sell |
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|
2025
Q2 | $6.83M | Buy |
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|
2025
Q1 | $5.63M | Buy |
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|
2024
Q4 | $5.61M | Buy |
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|
2024
Q3 | $6.72M | Sell |
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|
2024
Q2 | $5.86M | Sell |
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|
2024
Q1 | $5.71M | Sell |
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|
2023
Q4 | $8.06M | Sell |
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|
2023
Q3 | $6.45M | Buy |
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|
2023
Q2 | $5.26M | Sell |
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|
2023
Q1 | $9.16M | Buy |
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|
2022
Q4 | $7.74M | Sell |
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|
2022
Q3 | $9.46M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $2.4M | Buy |
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