Donaldson Capital Management’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 | $1.89M | Sell |
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|
2025
Q2 | $44.6M | Buy |
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|
2025
Q1 | $44.1M | Buy |
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|
2024
Q4 | $43.1M | Buy |
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|
2024
Q3 | $50.1M | Buy |
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|
2024
Q2 | $27.2M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $627K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $231K | Sell |
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|
2018
Q3 | $250K | Sell |
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|
2018
Q2 | $292K | Sell |
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|
2018
Q1 | $259K | Sell |
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|
2017
Q4 | $386K | Buy |
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|
2017
Q3 | $277K | Buy |
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|
2017
Q2 | $231K | Buy |
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