LM
Lincluden Management’s Extra Space Storage EXR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.48M | Sell |
16,794
-72
| -0.4% | -$10.6K | 0.27% | 61 |
|
|
2025
Q1 | $2.5M | Hold |
16,866
| – | – | 0.32% | 58 |
|
|
2024
Q4 | $2.52M | Sell |
16,866
-908
| -5% | -$136K | 0.31% | 60 |
|
|
2024
Q3 | $3.2M | Sell |
17,774
-385
| -2% | -$69.4K | 0.35% | 53 |
|
|
2024
Q2 | $2.82M | Sell |
18,159
-18,348
| -50% | -$2.85M | 0.34% | 58 |
|
|
2024
Q1 | $5.37M | Buy |
36,507
+5,407
| +17% | +$795K | 0.64% | 34 |
|
|
2023
Q4 | $4.99M | Buy |
31,100
+6,765
| +28% | +$1.08M | 0.61% | 33 |
|
|
2023
Q3 | $2.96M | Hold |
24,335
| – | – | 0.36% | 50 |
|
|
2023
Q2 | $3.62M | Hold |
24,335
| – | – | 0.42% | 41 |
|
|
2023
Q1 | $3.97M | Buy |
+24,335
| New | +$3.97M | 0.45% | 42 |
|
|
2022
Q1 | – | Sell |
-22,156
| Closed | -$5.02M | – | 76 |
|
|
2021
Q4 | $5.02M | Sell |
22,156
-527
| -2% | -$119K | 0.46% | 44 |
|
|
2021
Q3 | $3.81M | Sell |
22,683
-6,250
| -22% | -$1.05M | 0.38% | 48 |
|
|
2021
Q2 | $4.74M | Hold |
28,933
| – | – | 0.45% | 40 |
|
|
2021
Q1 | $3.84M | Sell |
28,933
-11,967
| -29% | -$1.59M | 0.37% | 49 |
|
|
2020
Q4 | $4.74M | Buy |
40,900
+23,500
| +135% | +$2.72M | 0.49% | 37 |
|
|
2020
Q3 | $1.86M | Buy |
+17,400
| New | +$1.86M | 0.18% | 58 |
|