Pathstone Holdings’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
$2.09M Sell
14,195
-1,628
-10% -$240K 0.01% 968
2025
Q1
$2.35M Buy
15,823
+1,998
+14% +$297K 0.01% 890
2024
Q4
$2.07M Buy
13,825
+798
+6% +$119K 0.01% 960
2024
Q3
$2.35M Buy
13,027
+148
+1% +$26.7K 0.01% 885
2024
Q2
$2M Buy
12,879
+1,884
+17% +$293K 0.01% 917
2024
Q1
$1.62M Sell
10,995
-1,235
-10% -$182K 0.01% 1012
2023
Q4
$1.96M Buy
+12,230
New +$1.96M 0.01% 748