EP Wealth Advisors’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
Q2 | $566K | Sell |
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|
2025
Q1 | $603K | Buy |
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|
2024
Q4 | $589K | Sell |
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|
2024
Q3 | $823K | Sell |
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|
2024
Q2 | $718K | Sell |
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|
2024
Q1 | $976K | Buy |
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|
2023
Q4 | $1.06M | Sell |
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|
2023
Q3 | $981K | Sell |
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|
2023
Q2 | $1.2M | Buy |
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|
2023
Q1 | $203K | Sell |
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|
2022
Q4 | $1.13M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.15M | Hold |
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|
2022
Q1 | $1.39M | Buy |
|