Whipplewood Advisors’s Extra Space Storage EXR Stock Holding History

Whipplewood Advisors’s Portfolio EXR Stock Details EXR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$918	Buy
2025 Q3	–	Sell
2025 Q2	$1.03K	Sell
2025 Q1	$2.38K	Buy
2024 Q4	$2.39K	Buy