Values First Advisors’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
$534K Buy
2025
Q2
$549K Sell
2025
Q1
$557K Buy
2024
Q4
$557K Buy
2024
Q3
$652K Sell
2024
Q2
$563K Buy
2024
Q1
$530K Sell
2023
Q4
$584K Sell
2023
Q3
$583K Buy
2023
Q2
Hold
2023
Q1
Hold
2021
Q3
Sell
2021
Q2
$765K Sell
2021
Q1
$737K Buy
2020
Q4
$609K Buy
2020
Q3
$503K Buy
2020
Q2
$414K Buy
2020
Q1
$399K Buy
2019
Q4
$330K Buy