Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Extra Space Storage EXR Stock Holding History

Envestnet Portfolio Solutions’s Portfolio EXR Stock Details EXR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$856K Sell
2025
Q2 		$1.09M Sell
2025
Q1 		$1.35M Sell
2024
Q4 		$1.88M Buy
2024
Q3 		$1.7M Buy
2024
Q2 		$1.46M Buy
2024
Q1 		$1.31M Buy
2023
Q4 		$1.3M Buy
2023
Q3 		$976K Buy