Joseph D. Margolis
Joseph D. Margolis's purchase track record
Joseph D. Margolis has only 1 open-market purchase with a full 6 months of price history after it -- too few to call a track record yet.
| Purchase | Stock | Amount | 3 months | 6 months | S&P 500, 6 mo. |
|---|---|---|---|---|---|
| 11/13/2023 | EXR | $496K | +22.1% | +28.6% | +18.4% |
Computed by MarketWall from SEC Form 4 filings and daily closing prices (close on the purchase date to the close about 3 and 6 months later). Companies that have since delisted are not included. Past results, not investment advice.
Associated companies
Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.
October 17, 2026
Invitation Homes analysts lower price targets. Barclays, RBC Capital and UBS all kept their positive ratings on Invitation Homes but reduced their price targets to $35, $29 and $31 respectively. The cuts suggest analysts see modest upside amid a housing market pressured by higher mortgage rates. The stock is currently near its 52‑week high, with a dividend yield of about 3%.
Transaction History
| EXR | ▼ Sell | Gift | 13,503 | $0 | 8/4/2026 | View on chart |
| EXR | ▼ Sell | Gift | 13,503 | $0 | 8/4/2026 | View on chart |
| INVH | ▲ Buy | Grant | 6,559 | $0 | 5/7/2026 | View on chart |
| EXR | ▼ Sell | Open Market | 7,500 | $1.1M | 3/13/2026 | View on chart |
| EXR | ▼ Sell | Gift | 14,452 | $0 | 3/6/2026 | View on chart |
| EXR | ▼ Sell | Gift | 14,452 | $0 | 3/6/2026 | View on chart |
| EXR | ▲ Buy | Grant | 6,898 | $1.0M | 3/1/2026 | View on chart |
| EXR | ▲ Buy | Grant | 17,381 | $2.6M | 3/1/2026 | View on chart |
| EXR | ▼ Sell | Tax Withholding | 1,065 | $161K | 3/1/2026 | View on chart |
| EXR | ▼ Sell | Tax Withholding | 1,264 | $191K | 3/1/2026 | View on chart |
| EXR | ▼ Sell | Tax Withholding | 1,682 | $254K | 3/1/2026 | View on chart |
| EXR | ▼ Sell | Tax Withholding | 1,886 | $285K | 3/1/2026 | View on chart |
| EXR | ▼ Sell | Gift | 7,692 | $0 | 11/6/2025 | View on chart |
| EXR | ▼ Sell | Open Market | 7,500 | $1.1M | 10/1/2025 | View on chart |
| EXR | ▼ Sell | Open Market | 7,500 | $1.1M | 7/1/2025 | View on chart |
| INVH | ▲ Buy | Grant | 5,584 | $0 | 5/15/2025 | View on chart |
| EXR | ▼ Sell | Open Market | 7,500 | $1.1M | 4/1/2025 | View on chart |
| EXR | ▼ Sell | Gift | 17,184 | $0 | 3/13/2025 | View on chart |
| EXR | ▼ Sell | Gift | 17,184 | $0 | 3/13/2025 | View on chart |
| EXR | ▼ Sell | Tax Withholding | 1,066 | $163K | 3/1/2025 | View on chart |
| EXR | ▼ Sell | Tax Withholding | 1,265 | $193K | 3/1/2025 | View on chart |
| EXR | ▲ Buy | Grant | 10,535 | $1.6M | 3/1/2025 | View on chart |
| EXR | ▲ Buy | Grant | 17,206 | $2.6M | 3/1/2025 | View on chart |
| EXR | ▼ Sell | Tax Withholding | 1,684 | $257K | 3/1/2025 | View on chart |
| EXR | ▼ Sell | Tax Withholding | 1,206 | $187K | 2/18/2025 | View on chart |
| EXR | ▼ Sell | Open Market | 7,500 | $1.1M | 1/2/2025 | View on chart |
| EXR | ▼ Sell | Open Market | 7,500 | $1.3M | 10/1/2024 | View on chart |
| EXR | ▼ Sell | Open Market | 7,500 | $1.1M | 7/1/2024 | View on chart |
| INVH | ▲ Buy | Grant | 5,330 | $0 | 5/15/2024 | View on chart |
| EXR | ▼ Sell | Gift | 30,291 | $0 | 3/11/2024 | View on chart |
| EXR | ▼ Sell | Gift | 30,291 | $0 | 3/11/2024 | View on chart |
| EXR | ▼ Sell | Tax Withholding | 1,076 | $154K | 3/1/2024 | View on chart |
| EXR | ▼ Sell | Tax Withholding | 1,277 | $183K | 3/1/2024 | View on chart |
| EXR | ▲ Buy | Grant | 15,346 | $2.2M | 3/1/2024 | View on chart |
| EXR | ▲ Buy | Grant | 24,242 | $3.5M | 3/1/2024 | View on chart |
| EXR | ▼ Sell | Tax Withholding | 1,204 | $170K | 2/16/2024 | View on chart |
| EXR | ▼ Sell | Tax Withholding | 1,267 | $180K | 2/12/2024 | View on chart |
| EXR | ▲ Buy | Open Market | 4,200 | $496K | 11/13/2023 | View on chart |
| EXR | ▼ Sell | Gift | 20,200 | $0 | 9/8/2023 | View on chart |
| EXR | ▼ Sell | Gift | 10,600 | $0 | 9/8/2023 | View on chart |
| EXR | ▼ Sell | Gift | 9,600 | $0 | 9/8/2023 | View on chart |
| INVH | ▲ Buy | Grant | 5,655 | $0 | 5/17/2023 | View on chart |
| EXR | ▼ Sell | Open Market | 5,000 | $800K | 4/4/2023 | View on chart |
| EXR | ▼ Sell | Gift | 31,644 | $0 | 3/15/2023 | View on chart |
| EXR | ▼ Sell | Gift | 31,644 | $0 | 3/15/2023 | View on chart |
| EXR | ▼ Sell | Tax Withholding | 1,439 | $243K | 3/5/2023 | View on chart |
| EXR | ▲ Buy | Grant | 11,533 | $1.9M | 3/1/2023 | View on chart |
| EXR | ▼ Sell | Tax Withholding | 1,074 | $176K | 3/1/2023 | View on chart |
| EXR | ▼ Sell | Tax Withholding | 1,202 | $191K | 2/16/2023 | View on chart |
| EXR | ▲ Buy | Grant | 25,388 | $4.1M | 2/15/2023 | View on chart |
| EXR | ▼ Sell | Tax Withholding | 1,274 | $207K | 2/13/2023 | View on chart |
| EXR | ▼ Sell | Gift | 3,306 | $0 | 1/13/2023 | View on chart |
| EXR | ▼ Sell | Gift | 1,660 | $0 | 1/13/2023 | View on chart |
| EXR | ▼ Sell | Gift | 1,646 | $0 | 1/13/2023 | View on chart |
| INVH | ▲ Buy | Grant | 4,614 | $0 | 5/17/2022 | View on chart |
| EXR | ▼ Sell | Open Market | 5,000 | $1.0M | 4/1/2022 | View on chart |
| EXR | ▼ Sell | Gift | 1,806 | $0 | 3/16/2022 | View on chart |
| EXR | ▼ Sell | Gift | 1,806 | $0 | 3/16/2022 | View on chart |
| EXR | ▼ Sell | Gift | 12,800 | $0 | 3/16/2022 | View on chart |
| EXR | ▼ Sell | Gift | 12,800 | $0 | 3/16/2022 | View on chart |
| EXR | ▼ Sell | Gift | 33,416 | $0 | 3/11/2022 | View on chart |
| EXR | ▼ Sell | Gift | 33,416 | $0 | 3/11/2022 | View on chart |
| EXR | ▼ Sell | Tax Withholding | 1,450 | $291K | 3/7/2022 | View on chart |
| EXR | ▼ Sell | Tax Withholding | 23,840 | $4.5M | 2/17/2022 | View on chart |
| EXR | ▼ Sell | Tax Withholding | 1,221 | $230K | 2/17/2022 | View on chart |
| EXR | ▼ Sell | Tax Withholding | 1,621 | $318K | 2/15/2022 | View on chart |
| EXR | ▲ Buy | Grant | 52,176 | $10.1M | 2/14/2022 | View on chart |
| EXR | ▲ Buy | Grant | 9,719 | $1.9M | 2/14/2022 | View on chart |
| EXR | ▼ Sell | Tax Withholding | 1,276 | $251K | 2/14/2022 | View on chart |
| EXR | ▼ Sell | Open Market | 3,750 | $822K | 1/3/2022 | View on chart |
| EXR | ▼ Sell | Open Market | 3,750 | $633K | 10/1/2021 | View on chart |
AI Market Commentary
AI-generatedAll commentary →Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.
October 17, 2026
REIT Sector Rebounds Lifts Extra Space Storage Context
The real estate investment trust sector has recently reversed a downward trend, providing a supportive backdrop for Extra Space Storage. While specific earnings news for EXR is absent from the recent headlines, the broader sector recovery is relevant to its valuation. The stock currently trades near the upper end of its 52-week range, with an average analyst target price of $157.05.
REIT Sector Rebounds Lifts Extra Space Storage Context. The real estate investment trust sector has recently reversed a downward trend, providing a supportive backdrop for Extra Space Storage. While specific earnings news for EXR is absent from the recent headlines, the broader sector recovery is relevant to its valuation. The stock currently trades near the upper end of its 52-week range, with an average analyst target price of $157.05.