Naviter Wealth’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
2025
Q3
$2.13M Buy
2025
Q2
$2.22M Buy
2025
Q1
$2.01M Buy
2024
Q4
$2.03M Buy
2024
Q3
$2.12M Sell
2024
Q2
$1.95M Buy
2024
Q1
$1.71M Buy
2023
Q4
$1.5M Buy
2023
Q3
$949K Buy
2023
Q2
$965K Buy
2023
Q1
$891K Buy
2022
Q4
$640K Buy
2022
Q3
$587K Buy
2022
Q2
$283K Sell
2022
Q1
$349K Sell
2021
Q4
$395K Buy