Douglass Winthrop Advisors’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 | $523K | Hold |
3,550
| – | – | 0.01% | 187 |
|
|
2025
Q1 | $527K | Hold |
3,550
| – | – | 0.01% | 190 |
|
|
2024
Q4 | $531K | Hold |
3,550
| – | – | 0.01% | 203 |
|
|
2024
Q3 | $640K | Hold |
3,550
| – | – | 0.01% | 185 |
|
|
2024
Q2 | $552K | Hold |
3,550
| – | – | 0.01% | 181 |
|
|
2024
Q1 | $522K | Hold |
3,550
| – | – | 0.01% | 190 |
|
|
2023
Q4 | $569K | Buy |
+3,550
| New | +$569K | 0.01% | 163 |
|
|
2023
Q2 | – | Sell |
-1,500
| Closed | -$244K | – | 243 |
|
|
2023
Q1 | $244K | Hold |
1,500
| – | – | 0.01% | 219 |
|
|
2022
Q4 | $221K | Hold |
1,500
| – | – | 0.01% | 228 |
|
|
2022
Q3 | $259K | Hold |
1,500
| – | – | 0.01% | 211 |
|
|
2022
Q2 | $255K | Hold |
1,500
| – | – | 0.01% | 226 |
|
|
2022
Q1 | $308K | Buy |
1,500
+150
| +11% | +$30.8K | 0.01% | 229 |
|
|
2021
Q4 | $306K | Buy |
1,350
+50
| +4% | +$11.3K | 0.01% | 236 |
|
|
2021
Q3 | $218K | Hold |
1,300
| – | – | 0.01% | 262 |
|
|
2021
Q2 | $213K | Buy |
+1,300
| New | +$213K | 0.01% | 264 |
|