Sequoia Financial Advisors’s Extra Space Storage EXR Stock Holding History

Sequoia Financial Advisors’s Portfolio EXR Stock Details EXR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$476K	Sell
2025 Q2	$596K	Buy
2025 Q1	$415K	Sell
2024 Q4	$422K	Buy
2024 Q3	$455K	Buy
2024 Q2	$372K	Buy
2024 Q1	$298K	Sell
2023 Q4	$496K	Buy