Matrix Trust Company’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
$1.59M Buy
10,789
+490
+5% +$72.3K 0.25% 56
2025
Q1
$1.53M Sell
10,299
-465
-4% -$69K 0.26% 53
2024
Q4
$1.61M Buy
10,764
+710
+7% +$106K 0.28% 47
2024
Q3
$1.81M Buy
10,054
+3,315
+49% +$597K 0.34% 39
2024
Q2
$1.05M Buy
+6,739
New +$1.05M 0.24% 50