LPL Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15M | Buy |
114,569
+12,062
| +12% | +$1.7M | ﹤0.01% | 1680 |
|
|
2025
Q4 | $13.3M | Sell |
102,507
-16,010
| -14% | -$2.18M | ﹤0.01% | 1688 |
|
|
2025
Q3 | $16.7M | Sell |
118,517
-6,041
| -5% | -$868K | ﹤0.01% | 1478 |
|
|
2025
Q2 | $18.4M | Buy |
124,558
+10,512
| +9% | +$1.53M | 0.01% | 1317 |
|
|
2025
Q1 | $16.9M | Buy |
114,046
+3,176
| +3% | +$482K | 0.01% | 1254 |
|
|
2024
Q4 | $16.6M | Buy |
110,870
+6,305
| +6% | +$1.03M | 0.01% | 1194 |
|
|
2024
Q3 | $18.8M | Sell |
104,565
-346
| -0.3% | -$58.4K | 0.01% | 1073 |
|
|
2024
Q2 | $16.3M | Buy |
104,911
+4,635
| +5% | +$676K | 0.01% | 1062 |
|
|
2024
Q1 | $14.7M | Sell |
100,276
-1,477
| -1% | -$215K | 0.01% | 1089 |
|
|
2023
Q4 | $16.3M | Sell |
101,753
-4,653
| -4% | -$592K | 0.01% | 972 |
|
|
2023
Q3 | $12.9M | Buy |
106,406
+69,029
| +185% | +$9.27M | 0.01% | 1018 |
|
|
2023
Q2 | $5.56M | Buy |
37,377
+4,167
| +13% | +$627K | ﹤0.01% | 1505 |
|
|
2023
Q1 | $5.41M | Buy |
33,210
+4,153
| +14% | +$653K | ﹤0.01% | 1456 |
|
|
2022
Q4 | $4.28M | Sell |
29,057
-1,620
| -5% | -$259K | ﹤0.01% | 1556 |
|
|
2022
Q3 | $5.3M | Buy |
30,677
+2,110
| +7% | +$399K | 0.01% | 1341 |
|
|
2022
Q2 | $4.86M | Buy |
28,567
+988
| +4% | +$183K | ﹤0.01% | 1419 |
|
|
2022
Q1 | $5.67M | Sell |
27,579
-8,405
| -23% | -$1.67M | ﹤0.01% | 1368 |
|
|
2021
Q4 | $8.16M | Buy |
35,984
+9,611
| +36% | +$1.9M | 0.01% | 1147 |
|
|
2021
Q3 | $4.43M | Buy |
26,373
+5,656
| +27% | +$1,000K | ﹤0.01% | 1485 |
|
|
2021
Q2 | $3.39M | Buy |
20,717
+4,791
| +30% | +$718K | ﹤0.01% | 1619 |
|
|
2021
Q1 | $2.11M | Buy |
15,926
+1,329
| +9% | +$161K | ﹤0.01% | 1795 |
|
|
2020
Q4 | $1.69M | Buy |
14,597
+11,433
| +361% | +$1.3M | ﹤0.01% | 1783 |
|
|
2020
Q3 | $339K | Sell |
3,164
-353
| -10% | -$36.5K | ﹤0.01% | 2810 |
|
|
2020
Q2 | $325K | Buy |
3,517
+1,037
| +42% | +$96.4K | ﹤0.01% | 2778 |
|
|
2020
Q1 | $238K | Sell |
2,480
-3,750
| -60% | -$390K | ﹤0.01% | 2679 |
|
|
2019
Q4 | $658K | Buy |
6,230
+1,086
| +21% | +$118K | ﹤0.01% | 2136 |
|
|
2019
Q3 | $601K | Buy |
5,144
+2,280
| +80% | +$264K | ﹤0.01% | 2126 |
|
|
2019
Q2 | $304K | Buy |
+2,864
| New | +$301K | ﹤0.01% | 2688 |
|
|
2018
Q3 | – | Sell |
-6,954
| Closed | -$694K | – | 3251 |
|
|
2018
Q2 | $694K | Buy |
+6,954
| New | +$647K | ﹤0.01% | 1916 |
|
|
2018
Q1 | – | Sell |
-14,102
| Closed | -$1.23M | – | 3210 |
|
|
2017
Q4 | $1.23M | Sell |
14,102
-328
| -2% | -$27.7K | ﹤0.01% | 1373 |
|
|
2017
Q3 | $1.15M | Buy |
14,430
+3,202
| +29% | +$249K | ﹤0.01% | 1340 |
|
|
2017
Q2 | $876K | Sell |
11,228
-659
| -6% | -$50.5K | ﹤0.01% | 1456 |
|
|
2017
Q1 | $898K | Buy |
11,887
+8,775
| +282% | +$662K | 0.01% | 1323 |
|
|
2016
Q4 | $240K | Sell |
3,112
-419
| -12% | -$30.8K | ﹤0.01% | 2343 |
|
|
2016
Q3 | $271K | Sell |
3,531
-316
| -8% | -$26.7K | ﹤0.01% | 2196 |
|
|
2016
Q2 | $356K | Sell |
3,847
-6,223
| -62% | -$562K | ﹤0.01% | 1944 |
|
|
2016
Q1 | $933K | Sell |
10,070
-6,497
| -39% | -$565K | ﹤0.01% | 1722 |
|
|
2015
Q4 | $1.5M | Buy |
16,567
+8,826
| +114% | +$725K | ﹤0.01% | 1366 |
|
|
2015
Q3 | $606K | Sell |
7,741
-1,122
| -13% | -$82.2K | ﹤0.01% | 1626 |
|
|
2015
Q2 | $596K | Sell |
8,863
-307
| -3% | -$20.8K | ﹤0.01% | 1759 |
|
|
2015
Q1 | $618K | Sell |
9,170
-1,435
| -14% | -$94.1K | ﹤0.01% | 1702 |
|
|
2014
Q4 | $622K | Buy |
10,605
+1,101
| +12% | +$63.1K | ﹤0.01% | 1616 |
|
|
2014
Q3 | $489K | Sell |
9,504
-3,585
| -27% | -$189K | ﹤0.01% | 1804 |
|
|
2014
Q2 | $697K | Buy |
13,089
+1,223
| +10% | +$63K | ﹤0.01% | 1567 |
|
|
2014
Q1 | $576K | Buy |
+11,866
| New | +$550K | ﹤0.01% | 1635 |
|
|
2013
Q3 | – | Sell |
-4,992
| Closed | -$209K | – | 2550 |
|
|
2013
Q2 | $209K | Buy |
+4,992
| New | +$211K | ﹤0.01% | 2167 |
|
Other funds holding EXR
VPM
VCM
