HighTower 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 | $7.26M | Buy |
49,265
+5,624
| +13% | +$829K | 0.01% | 934 |
|
|
2025
Q1 | $6.48M | Sell |
43,641
-1,909
| -4% | -$283K | 0.01% | 941 |
|
|
2024
Q4 | $6.81M | Buy |
45,550
+1,130
| +3% | +$169K | 0.01% | 920 |
|
|
2024
Q3 | $8.01M | Buy |
44,420
+1,486
| +3% | +$268K | 0.01% | 836 |
|
|
2024
Q2 | $6.66M | Buy |
42,934
+1,491
| +4% | +$231K | 0.01% | 884 |
|
|
2024
Q1 | $6.07M | Sell |
41,443
-1,853
| -4% | -$271K | 0.01% | 888 |
|
|
2023
Q4 | $6.92M | Sell |
43,296
-9,512
| -18% | -$1.52M | 0.01% | 836 |
|
|
2023
Q3 | $6.4M | Buy |
52,808
+49,422
| +1,460% | +$5.99M | 0.01% | 816 |
|
|
2023
Q2 | $501K | Sell |
3,386
-148
| -4% | -$21.9K | ﹤0.01% | 2194 |
|
|
2023
Q1 | $573K | Sell |
3,534
-3,993
| -53% | -$647K | ﹤0.01% | 2010 |
|
|
2022
Q4 | $1.1M | Sell |
7,527
-2,558
| -25% | -$375K | ﹤0.01% | 1614 |
|
|
2022
Q3 | $1.75M | Buy |
10,085
+6,052
| +150% | +$1.05M | ﹤0.01% | 1308 |
|
|
2022
Q2 | $689K | Sell |
4,033
-11,749
| -74% | -$2.01M | ﹤0.01% | 1853 |
|
|
2022
Q1 | $3.24M | Buy |
15,782
+1,747
| +12% | +$359K | 0.01% | 1104 |
|
|
2021
Q4 | $3.18M | Buy |
14,035
+7,654
| +120% | +$1.73M | 0.01% | 1110 |
|
|
2021
Q3 | $1.08M | Buy |
6,381
+4,631
| +265% | +$784K | ﹤0.01% | 1605 |
|
|
2021
Q2 | $285K | Sell |
1,750
-209
| -11% | -$34K | ﹤0.01% | 2395 |
|
|
2021
Q1 | $258K | Buy |
1,959
+106
| +6% | +$14K | ﹤0.01% | 2397 |
|
|
2020
Q4 | $214K | Sell |
1,853
-5,261
| -74% | -$608K | ﹤0.01% | 2119 |
|
|
2020
Q3 | $756K | Buy |
+7,114
| New | +$756K | ﹤0.01% | 1357 |
|
|
2020
Q1 | – | Sell |
-2,214
| Closed | -$236K | – | 2128 |
|
|
2019
Q4 | $236K | Buy |
2,214
+60
| +3% | +$6.4K | ﹤0.01% | 1853 |
|
|
2019
Q3 | $253K | Buy |
2,154
+189
| +10% | +$22.2K | ﹤0.01% | 1905 |
|
|
2019
Q2 | $209K | Sell |
1,965
-638
| -25% | -$67.9K | ﹤0.01% | 2017 |
|
|
2019
Q1 | $265K | Sell |
2,603
-33
| -1% | -$3.36K | ﹤0.01% | 1777 |
|
|
2018
Q4 | $239K | Sell |
2,636
-215
| -8% | -$19.5K | ﹤0.01% | 1724 |
|
|
2018
Q3 | $247K | Hold |
2,851
| – | – | ﹤0.01% | 1828 |
|
|
2018
Q2 | $284K | Sell |
2,851
-116
| -4% | -$11.6K | ﹤0.01% | 1715 |
|
|
2018
Q1 | $260K | Sell |
2,967
-111
| -4% | -$9.73K | ﹤0.01% | 1736 |
|
|
2017
Q4 | $269K | Buy |
3,078
+35
| +1% | +$3.06K | ﹤0.01% | 1745 |
|
|
2017
Q3 | $242K | Sell |
3,043
-271
| -8% | -$21.6K | ﹤0.01% | 1790 |
|
|
2017
Q2 | $260K | Sell |
3,314
-592
| -15% | -$46.4K | ﹤0.01% | 1710 |
|
|
2017
Q1 | $288K | Buy |
3,906
+235
| +6% | +$17.3K | ﹤0.01% | 1570 |
|
|
2016
Q4 | $285K | Buy |
3,671
+123
| +3% | +$9.55K | ﹤0.01% | 1492 |
|
|
2016
Q3 | $282K | Buy |
3,548
+886
| +33% | +$70.4K | ﹤0.01% | 1481 |
|
|
2016
Q2 | $248K | Buy |
2,662
+473
| +22% | +$44.1K | ﹤0.01% | 1401 |
|
|
2016
Q1 | $204K | Buy |
+2,189
| New | +$204K | ﹤0.01% | 1726 |
|