Focus Partners Wealth’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 | $23.6M | Buy |
160,179
+4,044
| +3% | +$596K | 0.05% | 322 |
|
|
2025
Q1 | $23.2M | Buy |
156,135
+118
| +0.1% | +$17.5K | 0.06% | 291 |
|
|
2024
Q4 | $23.3M | Buy |
156,017
+124,966
| +402% | +$18.7M | 0.06% | 287 |
|
|
2024
Q3 | $5.48M | Sell |
31,051
-122,564
| -80% | -$21.6M | 0.02% | 536 |
|
|
2024
Q2 | $23.9M | Buy |
153,615
+5,457
| +4% | +$848K | 0.08% | 222 |
|
|
2024
Q1 | $21.8M | Buy |
148,158
+116,314
| +365% | +$17.1M | 0.18% | 144 |
|
|
2023
Q4 | $5.11M | Buy |
+31,844
| New | +$5.11M | 0.07% | 231 |
|