Carmel Capital Partners’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	–	Sell	-2,608	Closed	-$385K	–	125
2025 Q2	$385K	Sell	2,608 -1,796	-41%	-$261K	0.13%	102
2025 Q1	$654K	Sell	4,404 -16	-0.4%	-$2.43K	0.26%	78
2024 Q4	$661K	Buy	4,420 +170	+4%	+$27.9K	0.27%	70
2024 Q3	$766K	Sell	4,250 -42	-1%	-$7.09K	0.3%	69
2024 Q2	$667K	Buy	4,292 +119	+3%	+$17.3K	0.28%	69
2024 Q1	$613K	Buy	4,173 +195	+5%	+$28.4K	0.25%	73
2023 Q4	$638K	Buy	3,978 +302	+8%	+$38.4K	0.33%	64
2023 Q3	$447K	Buy	3,676 +1,053	+40%	+$141K	0.2%	81
2023 Q2	$390K	Sell	2,623 -22	-0.8%	-$3.31K	0.2%	80
2023 Q1	$431K	Buy	2,645 +96	+4%	+$15.1K	0.25%	81
2022 Q4	$375K	Sell	2,549 -45	-2%	-$7.19K	0.26%	81
2022 Q3	$448K	Buy	2,594 +258	+11%	+$48.8K	0.43%	60
2022 Q2	$397K	Buy	2,336 +402	+21%	+$74.5K	0.37%	68
2022 Q1	$398K	Buy	1,934 +469	+32%	+$93.2K	0.33%	71
2021 Q4	$332K	Buy	+1,465	New	+$290K	0.25%	79