Creative Planning’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 | $3.65M | Buy |
24,784
+6,021
| +32% | +$888K | ﹤0.01% | 919 |
|
|
2025
Q1 | $2.79M | Buy |
18,763
+3,021
| +19% | +$449K | ﹤0.01% | 977 |
|
|
2024
Q4 | $2.36M | Buy |
15,742
+1,972
| +14% | +$295K | ﹤0.01% | 1028 |
|
|
2024
Q3 | $2.48M | Sell |
13,770
-14,085
| -51% | -$2.54M | ﹤0.01% | 953 |
|
|
2024
Q2 | $4.33M | Buy |
27,855
+292
| +1% | +$45.4K | ﹤0.01% | 677 |
|
|
2024
Q1 | $4.05M | Buy |
27,563
+667
| +2% | +$98K | ﹤0.01% | 682 |
|
|
2023
Q4 | $4.31M | Buy |
26,896
+4,001
| +17% | +$641K | 0.01% | 605 |
|
|
2023
Q3 | $2.78M | Buy |
22,895
+9,596
| +72% | +$1.17M | ﹤0.01% | 717 |
|
|
2023
Q2 | $1.98M | Buy |
13,299
+2,583
| +24% | +$384K | ﹤0.01% | 818 |
|
|
2023
Q1 | $1.75M | Buy |
10,716
+716
| +7% | +$117K | ﹤0.01% | 824 |
|
|
2022
Q4 | $1.47M | Buy |
10,000
+1,931
| +24% | +$284K | ﹤0.01% | 852 |
|
|
2022
Q3 | $1.39M | Buy |
8,069
+1,331
| +20% | +$230K | ﹤0.01% | 814 |
|
|
2022
Q2 | $1.15M | Buy |
6,738
+1,097
| +19% | +$187K | ﹤0.01% | 914 |
|
|
2022
Q1 | $1.16M | Buy |
5,641
+413
| +8% | +$84.9K | ﹤0.01% | 918 |
|
|
2021
Q4 | $1.19M | Buy |
5,228
+282
| +6% | +$63.9K | ﹤0.01% | 880 |
|
|
2021
Q3 | $831K | Sell |
4,946
-162
| -3% | -$27.2K | ﹤0.01% | 1038 |
|
|
2021
Q2 | $837K | Sell |
5,108
-804
| -14% | -$132K | ﹤0.01% | 1014 |
|
|
2021
Q1 | $784K | Buy |
5,912
+308
| +5% | +$40.8K | ﹤0.01% | 1159 |
|
|
2020
Q4 | $649K | Buy |
5,604
+240
| +4% | +$27.8K | ﹤0.01% | 1150 |
|
|
2020
Q3 | $574K | Buy |
5,364
+253
| +5% | +$27.1K | ﹤0.01% | 1051 |
|
|
2020
Q2 | $472K | Buy |
5,111
+244
| +5% | +$22.5K | ﹤0.01% | 1052 |
|
|
2020
Q1 | $466K | Sell |
4,867
-275
| -5% | -$26.3K | ﹤0.01% | 969 |
|
|
2019
Q4 | $543K | Sell |
5,142
-12
| -0.2% | -$1.27K | ﹤0.01% | 1057 |
|
|
2019
Q3 | $602K | Buy |
5,154
+112
| +2% | +$13.1K | ﹤0.01% | 963 |
|
|
2019
Q2 | $535K | Sell |
5,042
-740
| -13% | -$78.5K | ﹤0.01% | 1035 |
|
|
2019
Q1 | $589K | Sell |
5,782
-233
| -4% | -$23.7K | ﹤0.01% | 950 |
|
|
2018
Q4 | $544K | Sell |
6,015
-94
| -2% | -$8.5K | ﹤0.01% | 919 |
|
|
2018
Q3 | $529K | Buy |
6,109
+99
| +2% | +$8.57K | ﹤0.01% | 1038 |
|
|
2018
Q2 | $600K | Sell |
6,010
-25
| -0.4% | -$2.5K | ﹤0.01% | 968 |
|
|
2018
Q1 | $527K | Sell |
6,035
-139
| -2% | -$12.1K | ﹤0.01% | 1046 |
|
|
2017
Q4 | $540K | Buy |
6,174
+182
| +3% | +$15.9K | ﹤0.01% | 1024 |
|
|
2017
Q3 | $479K | Buy |
5,992
+80
| +1% | +$6.4K | ﹤0.01% | 1067 |
|
|
2017
Q2 | $461K | Buy |
5,912
+62
| +1% | +$4.84K | ﹤0.01% | 1047 |
|
|
2017
Q1 | $435K | Buy |
5,850
+697
| +14% | +$51.8K | ﹤0.01% | 1054 |
|
|
2016
Q4 | $398K | Sell |
5,153
-6,037
| -54% | -$466K | ﹤0.01% | 1028 |
|
|
2016
Q3 | $889K | Sell |
11,190
-1,992
| -15% | -$158K | 0.01% | 638 |
|
|
2016
Q2 | $1.22M | Buy |
13,182
+599
| +5% | +$55.4K | 0.01% | 459 |
|
|
2016
Q1 | $1.18M | Buy |
12,583
+11,728
| +1,372% | +$1.1M | 0.01% | 453 |
|
|
2015
Q4 | $75K | Buy |
855
+221
| +35% | +$19.4K | ﹤0.01% | 1790 |
|
|
2015
Q3 | $49K | Buy |
+634
| New | +$49K | ﹤0.01% | 2042 |
|
|
2015
Q2 | – | Sell |
-689
| Closed | -$47K | – | 1633 |
|
|
2015
Q1 | $47K | Buy |
689
+130
| +23% | +$8.87K | ﹤0.01% | 2054 |
|
|
2014
Q4 | $33K | Buy |
559
+140
| +33% | +$8.27K | ﹤0.01% | 2256 |
|
|
2014
Q3 | $22K | Hold |
419
| – | – | ﹤0.01% | 2452 |
|
|
2014
Q2 | $22K | Buy |
419
+10
| +2% | +$525 | ﹤0.01% | 2394 |
|
|
2014
Q1 | $20K | Buy |
409
+10
| +3% | +$489 | ﹤0.01% | 2343 |
|
|
2013
Q4 | $17K | Sell |
399
-762
| -66% | -$32.5K | ﹤0.01% | 2280 |
|
|
2013
Q3 | $53K | Buy |
1,161
+611
| +111% | +$27.9K | ﹤0.01% | 1472 |
|
|
2013
Q2 | $23K | Buy |
+550
| New | +$23K | ﹤0.01% | 1839 |
|