Virtus Investment Advisers’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 | $173K | Buy |
1,175
+155
| +15% | +$22.9K | 0.06% | 259 |
|
|
2025
Q1 | $151K | Buy |
+1,020
| New | +$151K | 0.04% | 327 |
|
|
2022
Q4 | – | Sell |
-311
| Closed | -$54K | – | 340 |
|
|
2022
Q3 | $54K | Buy |
+311
| New | +$54K | 0.02% | 339 |
|
|
2018
Q1 | – | Sell |
-6,839
| Closed | -$598K | – | 158 |
|
|
2017
Q4 | $598K | Sell |
6,839
-867
| -11% | -$75.8K | 0.07% | 273 |
|
|
2017
Q3 | $615K | Sell |
7,706
-1,180
| -13% | -$94.2K | 0.06% | 282 |
|
|
2017
Q2 | $693K | Buy |
8,886
+1,850
| +26% | +$144K | 0.07% | 274 |
|
|
2017
Q1 | $523K | Sell |
7,036
-2,461
| -26% | -$183K | 0.05% | 321 |
|
|
2016
Q4 | $734K | Sell |
9,497
-6,794
| -42% | -$525K | 0.06% | 312 |
|
|
2016
Q3 | $1.29M | Buy |
+16,291
| New | +$1.29M | 0.08% | 269 |
|