WCM
EXR icon

Weld Capital Management’s Extra Space Storage EXR Stock Holding History

Weld Capital Management’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
2021
Q3 		– Sell
-2,662
Closed -$436K – 70
2021
Q2 		$436K Sell
2,662
-3,893
-59% -$583K 0.44% 84
2021
Q1 		$869K Buy
6,555
+1,333
+26% +$161K 0.37% 94
2020
Q4 		$605K Buy
5,222
+536
+11% +$61K 0.24% 145
2020
Q3 		$501K Buy
+4,686
New +$484K 0.2% 186
2019
Q4 		– Sell
-2,022
Closed -$236K – 706
2019
Q3 		$236K Buy
+2,022
New +$234K 0.04% 651

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