Diversified Trust’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 | $1.54M | Buy |
+10,460
| New | +$1.54M | 0.03% | 290 |
|
|
2022
Q1 | – | Sell |
-2,527
| Closed | -$573K | – | 830 |
|
|
2021
Q4 | $573K | Buy |
2,527
+775
| +44% | +$176K | 0.02% | 411 |
|
|
2021
Q3 | $294K | Sell |
1,752
-181
| -9% | -$30.4K | 0.01% | 602 |
|
|
2021
Q2 | $317K | Sell |
1,933
-57
| -3% | -$9.35K | 0.01% | 532 |
|
|
2021
Q1 | $264K | Buy |
+1,990
| New | +$264K | 0.01% | 595 |
|