Cerity Partners’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 | $5.34M | Buy |
36,250
+799
| +2% | +$118K | 0.01% | 773 |
|
|
2025
Q1 | $5.26M | Buy |
35,451
+19,862
| +127% | +$2.95M | 0.01% | 712 |
|
|
2024
Q4 | $2.56M | Buy |
15,589
+1,163
| +8% | +$191K | 0.01% | 997 |
|
|
2024
Q3 | $2.6M | Buy |
14,426
+4,114
| +40% | +$741K | 0.01% | 971 |
|
|
2024
Q2 | $1.6M | Sell |
10,312
-3,323
| -24% | -$516K | ﹤0.01% | 1012 |
|
|
2024
Q1 | $2.01M | Buy |
13,635
+7,071
| +108% | +$1.04M | 0.01% | 965 |
|
|
2023
Q4 | $1.05M | Buy |
6,564
+2,110
| +47% | +$338K | ﹤0.01% | 963 |
|
|
2023
Q3 | $542K | Sell |
4,454
-2,114
| -32% | -$257K | ﹤0.01% | 953 |
|
|
2023
Q2 | $978K | Sell |
6,568
-210
| -3% | -$31.3K | ﹤0.01% | 930 |
|
|
2023
Q1 | $1.05M | Buy |
6,778
+99
| +1% | +$15.3K | ﹤0.01% | 949 |
|
|
2022
Q4 | $983K | Buy |
6,679
+1,014
| +18% | +$149K | 0.01% | 692 |
|
|
2022
Q3 | $978K | Sell |
5,665
-440
| -7% | -$76K | 0.01% | 525 |
|
|
2022
Q2 | $1.04M | Buy |
+6,105
| New | +$1.04M | 0.01% | 540 |
|