Envestnet Portfolio Solutions’s Extra Space Storage EXR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Sell |
7,367
-1,727
| -19% | -$255K | ﹤0.01% | 761 |
|
|
2025
Q1 | $1.35M | Sell |
9,094
-3,461
| -28% | -$514K | 0.01% | 710 |
|
|
2024
Q4 | $1.88M | Buy |
12,555
+3,117
| +33% | +$466K | 0.01% | 685 |
|
|
2024
Q3 | $1.7M | Buy |
9,438
+49
| +0.5% | +$8.83K | 0.01% | 716 |
|
|
2024
Q2 | $1.46M | Buy |
9,389
+468
| +5% | +$72.7K | 0.01% | 734 |
|
|
2024
Q1 | $1.31M | Buy |
8,921
+835
| +10% | +$123K | ﹤0.01% | 763 |
|
|
2023
Q4 | $1.3M | Buy |
8,086
+59
| +0.7% | +$9.46K | 0.01% | 716 |
|
|
2023
Q3 | $976K | Buy |
+8,027
| New | +$976K | ﹤0.01% | 753 |
|