Naviter Wealth’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 | $2.22M | Buy |
15,070
+1,425
| +10% | +$210K | 0.27% | 100 |
|
|
2025
Q1 | $2.01M | Buy |
13,645
+82
| +0.6% | +$12.1K | 0.24% | 115 |
|
|
2024
Q4 | $2.03M | Buy |
13,563
+1,782
| +15% | +$267K | 0.24% | 111 |
|
|
2024
Q3 | $2.12M | Sell |
11,781
-796
| -6% | -$143K | 0.3% | 94 |
|
|
2024
Q2 | $1.95M | Buy |
12,577
+972
| +8% | +$151K | 0.29% | 97 |
|
|
2024
Q1 | $1.71M | Buy |
11,605
+2,268
| +24% | +$333K | 0.28% | 103 |
|
|
2023
Q4 | $1.5M | Buy |
9,337
+1,531
| +20% | +$245K | 0.3% | 90 |
|
|
2023
Q3 | $949K | Buy |
7,806
+1,322
| +20% | +$161K | 0.23% | 105 |
|
|
2023
Q2 | $965K | Buy |
6,484
+1,015
| +19% | +$151K | 0.25% | 107 |
|
|
2023
Q1 | $891K | Buy |
5,469
+1,261
| +30% | +$205K | 0.31% | 94 |
|
|
2022
Q4 | $640K | Buy |
4,208
+811
| +24% | +$123K | 0.18% | 131 |
|
|
2022
Q3 | $587K | Buy |
3,397
+1,736
| +105% | +$300K | 0.24% | 107 |
|
|
2022
Q2 | $283K | Sell |
1,661
-37
| -2% | -$6.3K | 0.12% | 162 |
|
|
2022
Q1 | $349K | Sell |
1,698
-45
| -3% | -$9.25K | 0.12% | 80 |
|
|
2021
Q4 | $395K | Buy |
+1,743
| New | +$395K | 0.12% | 84 |
|