NewEdge 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 | $1.08M | Buy |
7,313
+3,904
| +115% | +$576K | 0.01% | 1241 |
|
|
2025
Q1 | $506K | Buy |
3,409
+291
| +9% | +$43.2K | ﹤0.01% | 1576 |
|
|
2024
Q4 | $466K | Sell |
3,118
-2,461
| -44% | -$368K | ﹤0.01% | 1602 |
|
|
2024
Q3 | $1.01M | Buy |
5,579
+2,819
| +102% | +$508K | 0.01% | 1102 |
|
|
2024
Q2 | $429K | Buy |
2,760
+111
| +4% | +$17.3K | ﹤0.01% | 1506 |
|
|
2024
Q1 | $389K | Sell |
2,649
-14
| -0.5% | -$2.06K | ﹤0.01% | 1492 |
|
|
2023
Q4 | $394K | Sell |
2,663
-276
| -9% | -$40.9K | ﹤0.01% | 1416 |
|
|
2023
Q3 | $357K | Sell |
2,939
-6,400
| -69% | -$778K | ﹤0.01% | 1338 |
|
|
2023
Q2 | $1.39M | Buy |
9,339
+410
| +5% | +$61K | 0.02% | 724 |
|
|
2023
Q1 | $1.45M | Buy |
8,929
+6,085
| +214% | +$992K | 0.02% | 643 |
|
|
2022
Q4 | $125K | Buy |
2,844
+876
| +45% | +$38.4K | ﹤0.01% | 1355 |
|
|
2022
Q3 | $340K | Buy |
+1,968
| New | +$340K | 0.01% | 1142 |
|
|
2022
Q1 | – | Sell |
-2,613
| Closed | -$592K | – | 1307 |
|
|
2021
Q4 | $592K | Buy |
+2,613
| New | +$592K | 0.01% | 992 |
|
|
2017
Q3 | – | Sell |
-2,380
| Closed | -$178K | – | 602 |
|
|
2017
Q2 | $178K | Buy |
+2,380
| New | +$178K | 0.03% | 339 |
|