Mercer Global 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 | $4.61M | Buy |
31,238
+4,001
| +15% | +$590K | 0.01% | 563 |
|
|
2025
Q1 | $4.04M | Buy |
27,237
+3,551
| +15% | +$527K | 0.01% | 602 |
|
|
2024
Q4 | $3.54M | Buy |
23,686
+20,076
| +556% | +$3M | 0.01% | 645 |
|
|
2024
Q3 | $644K | Buy |
3,610
+11
| +0.3% | +$1.96K | ﹤0.01% | 1209 |
|
|
2024
Q2 | $568K | Buy |
3,599
+270
| +8% | +$42.6K | ﹤0.01% | 1239 |
|
|
2024
Q1 | $489K | Sell |
3,329
-50
| -1% | -$7.35K | ﹤0.01% | 1298 |
|
|
2023
Q4 | $542K | Buy |
3,379
+110
| +3% | +$17.6K | ﹤0.01% | 1273 |
|
|
2023
Q3 | $397K | Buy |
3,269
+991
| +44% | +$120K | ﹤0.01% | 1369 |
|
|
2023
Q2 | $339K | Buy |
2,278
+149
| +7% | +$22.2K | ﹤0.01% | 1440 |
|
|
2023
Q1 | $347K | Sell |
2,129
-636
| -23% | -$104K | ﹤0.01% | 1424 |
|
|
2022
Q4 | $407K | Sell |
2,765
-3,681
| -57% | -$542K | ﹤0.01% | 1309 |
|
|
2022
Q3 | $1.11M | Sell |
6,446
-2,321
| -26% | -$401K | 0.01% | 804 |
|
|
2022
Q2 | $1.49M | Sell |
8,767
-1,596
| -15% | -$272K | 0.01% | 687 |
|
|
2022
Q1 | $2.13M | Sell |
10,363
-83
| -0.8% | -$17.1K | 0.01% | 632 |
|
|
2021
Q4 | $2.37M | Sell |
10,446
-344
| -3% | -$78K | 0.01% | 567 |
|
|
2021
Q3 | $1.81M | Buy |
10,790
+1,379
| +15% | +$232K | 0.01% | 647 |
|
|
2021
Q2 | $1.54M | Buy |
9,411
+650
| +7% | +$106K | 0.01% | 667 |
|
|
2021
Q1 | $1.16M | Buy |
8,761
+6,639
| +313% | +$881K | 0.01% | 728 |
|
|
2020
Q4 | $246K | Buy |
+2,122
| New | +$246K | ﹤0.01% | 1149 |
|
|
2019
Q3 | – | Sell |
-2,062
| Closed | -$219K | – | 1144 |
|
|
2019
Q2 | $219K | Buy |
+2,062
| New | +$219K | 0.01% | 1010 |
|