Zacks Investment Management’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
2023 Q1	–	Sell	-1,971	Closed	-$290K	–	653
2022 Q4	$290K	Sell	1,971 -16,560	-89%	-$2.65M	﹤0.01%	508
2022 Q3	$3.2M	Sell	18,531 -128	-0.7%	-$24.2K	0.05%	213
2022 Q2	$3.17M	Sell	18,659 -603	-3%	-$112K	0.05%	210
2022 Q1	$3.96M	Sell	19,262 -166	-0.9%	-$33K	0.06%	203
2021 Q4	$4.41M	Buy	19,428 +299	+2%	+$59.3K	0.06%	200
2021 Q3	$3.21M	Buy	19,129 +500	+3%	+$88.4K	0.05%	232
2021 Q2	$3.05M	Buy	18,629 +734	+4%	+$110K	0.05%	240
2021 Q1	$2.37M	Buy	17,895 +6,505	+57%	+$788K	0.04%	261
2020 Q4	$1.32M	Buy	+11,390	New	+$1.3M	0.02%	317
2017 Q1	–	Sell	-22,638	Closed	-$1.75M	–	657
2016 Q4	$1.75M	Sell	22,638 -1,811	-7%	-$133K	0.05%	233
2016 Q3	$1.94M	Buy	24,449 +601	+3%	+$50.7K	0.05%	212
2016 Q2	$2.21M	Sell	23,848 -3,557	-13%	-$321K	0.07%	184
2016 Q1	$2.56M	Buy	27,405 +8,921	+48%	+$775K	0.08%	174
2015 Q4	$1.63M	Buy	18,484 +3,855	+26%	+$317K	0.05%	227
2015 Q3	$1.13M	Buy	14,629 +123	+0.8%	+$9.01K	0.04%	272
2015 Q2	$946K	Sell	14,506 -2,940	-17%	-$199K	0.03%	299
2015 Q1	$1.18M	Buy	17,446 +5,755	+49%	+$377K	0.04%	255
2014 Q4	$686K	Buy	11,691 +78	+0.7%	+$4.47K	0.02%	336
2014 Q3	$599K	Buy	+11,613	New	+$613K	0.02%	361