Ownership history in EVOKE WEALTH, LLC · 16 quarters on record
This page tracks every 13F SEC filing in which EVOKE WEALTH, LLC reported a position in EXTRA SPACE STORAGE (EXR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 1,987 | -456 | -18.7% | 0.01% | $280K | $137.65 |
| 2025 Q2 | REDUCED | 2,443 | -51,538 | -95.5% | 0.01% | $360K | $142.41 |
| 2023 Q4 | ADDED | 53,981 | +53,865 | +46435.3% | 0.19% | $8.7M | $145.42 |
| 2022 Q3 | ADDED | 116 | +37 | +46.8% | 0.00% | $20K | $148.45 |
| 2022 Q2 | ADDED | 79 | +4 | +5.3% | 0.00% | $14K | $145.10 |
| 2022 Q1 | ADDED | 75 | +14 | +23.0% | 0.00% | $15K | $173.71 |
| 2021 Q4 | ADDED | 61 | +1 | +1.7% | 0.00% | $14K | $190.10 |
| 2021 Q3 | REDUCED | 60 | -45 | -42.9% | 0.00% | $10K | $140.02 |
| 2021 Q2 | ADDED | 105 | +41 | +64.1% | 0.00% | $17K | $135.63 |
| 2021 Q1 | UNCHANGED | 64 | — | 0% | 0.00% | $9K | $109.06 |
As of 2025 Q4 — sorted by position size