A detailed history of Allworth Financial LP transactions in Extra Space Storage Inc. stock. As of the latest transaction made, Allworth Financial LP holds 2,796 shares of EXR stock, worth $434,526. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,796
Previous 1,320 111.82%
Holding current value
$434,526
Previous $211,000 94.79%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024

BUY
$138.07 - $164.4 $203,791 - $242,654
1,476 Added 111.82%
2,796 $411,000
Q4 2023

Jan 24, 2024

SELL
$103.08 - $162.16 $43,190 - $67,945
-419 Reduced 24.09%
1,320 $211,000
Q3 2023

Oct 31, 2023

SELL
$120.51 - $156.42 $19,281 - $25,027
-160 Reduced 8.43%
1,739 $211,000
Q2 2023

Jul 18, 2023

SELL
$141.96 - $164.68 $14,621 - $16,962
-103 Reduced 5.14%
1,899 $282,000
Q1 2023

Apr 18, 2023

SELL
$141.03 - $169.11 $12,269 - $14,712
-87 Reduced 4.16%
2,002 $326,000
Q4 2022

Jan 13, 2023

SELL
$145.32 - $179.47 $1,889 - $2,333
-13 Reduced 0.62%
2,089 $0
Q3 2022

Oct 18, 2022

BUY
$166.97 - $215.05 $47,920 - $61,719
287 Added 15.81%
2,102 $363,000
Q2 2022

Jul 13, 2022

SELL
$158.74 - $219.95 $13,651 - $18,915
-86 Reduced 4.52%
1,815 $309,000
Q1 2022

Apr 22, 2022

BUY
$185.28 - $221.59 $351,661 - $420,577
1,898 Added 63266.67%
1,901 $391,000
Q4 2021

Jan 21, 2022

SELL
$167.89 - $226.73 $10,241 - $13,830
-61 Reduced 95.31%
3 $1,000
Q3 2021

Nov 02, 2021

BUY
$164.91 - $193.71 $10,554 - $12,397
64 New
64 $11,000

Others Institutions Holding EXR

About Extra Space Storage Inc.


  • Ticker EXR
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Industrial
  • Shares Outstandng 133,912,000
  • Market Cap $20.8B
  • Description
  • Extra Space Storage Inc., headquartered in Salt Lake City, Utah, is a self-administered and self-managed REIT and a member of the S&P 500. As of September 30, 2020, the Company owned and/or operated 1,906 self-storage stores in 40 states, Washington, D.C. and Puerto Rico. The Company's stores comprise approximately 1.4 million units and appr...
More about EXR
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