World Investment Advisors’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
Sell
-1,360
Closed -$202K 1144
2025
Q1
$202K Sell
1,360
-200
-13% -$29.7K 0.01% 1005
2024
Q4
$233K Buy
1,560
+364
+30% +$54.5K 0.01% 915
2024
Q3
$216K Buy
+1,196
New +$216K 0.01% 841