Castellan Group’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 | $3.12M | Buy |
21,156
+1,573
| +8% | +$232K | 0.57% | 16 |
|
|
2025
Q1 | $2.91M | Sell |
19,583
-1,602
| -8% | -$238K | 0.81% | 50 |
|
|
2024
Q4 | $3.17M | Sell |
21,185
-1,947
| -8% | -$291K | 1.37% | 30 |
|
|
2024
Q3 | $4.17M | Sell |
23,132
-2,243
| -9% | -$404K | 1.76% | 23 |
|
|
2024
Q2 | $3.94M | Buy |
25,375
+2,772
| +12% | +$431K | 1.88% | 22 |
|
|
2024
Q1 | $3.32M | Buy |
22,603
+918
| +4% | +$135K | 1.7% | 23 |
|
|
2023
Q4 | $3.48M | Sell |
21,685
-1,026
| -5% | -$164K | 2.16% | 18 |
|
|
2023
Q3 | $2.76M | Buy |
+22,711
| New | +$2.76M | 1.94% | 18 |
|