Naples 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 | $271K | Hold |
1,840
| – | – | 0.02% | 371 |
|
|
2025
Q1 | $273K | Hold |
1,840
| – | – | 0.03% | 360 |
|
|
2024
Q4 | $275K | Hold |
1,840
| – | – | 0.03% | 355 |
|
|
2024
Q3 | $332K | Hold |
1,840
| – | – | 0.03% | 339 |
|
|
2024
Q2 | $286K | Hold |
1,840
| – | – | 0.03% | 345 |
|
|
2024
Q1 | $270K | Sell |
1,840
-44
| -2% | -$6.47K | 0.03% | 357 |
|
|
2023
Q4 | $302K | Sell |
1,884
-469
| -20% | -$75.2K | 0.03% | 346 |
|
|
2023
Q3 | $286K | Buy |
+2,353
| New | +$286K | 0.03% | 344 |
|