Plato Investment Management’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 | $161K | Buy |
1,093
+999
| +1,063% | +$147K | 0.01% | 407 |
|
|
2025
Q1 | $14.1K | Sell |
94
-305
| -76% | -$45.8K | ﹤0.01% | 484 |
|
|
2024
Q4 | $59.9K | Hold |
399
| – | – | ﹤0.01% | 487 |
|
|
2024
Q3 | $71.8K | Hold |
399
| – | – | 0.01% | 441 |
|
|
2024
Q2 | $62K | Sell |
399
-783
| -66% | -$122K | 0.01% | 390 |
|
|
2024
Q1 | $174K | Buy |
1,182
+620
| +110% | +$91.1K | 0.02% | 325 |
|
|
2023
Q4 | $90.1K | Buy |
+562
| New | +$90.1K | 0.11% | 165 |
|