Kestra Private Wealth Services’s Extra Space Storage EXR Stock Holding History

Kestra Private Wealth Services’s Portfolio EXR Stock Details EXR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$338K	Buy
2025 Q2	$328K	Buy
2025 Q1	$324K	Buy
2024 Q4	$321K	Sell
2024 Q3	$714K	Buy
2024 Q2	$517K	Sell
2024 Q1	$1.21M	Buy
2023 Q4	$297K	Buy