A detailed history of Axxcess Wealth Management, LLC transactions in Extra Space Storage Inc. stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 1,538 shares of EXR stock, worth $265,581. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,538
Previous 1,294 18.86%
Holding current value
$265,581
Previous $201,000 37.81%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$151.92 - $183.06 $37,068 - $44,666
244 Added 18.86%
1,538 $277,000
Q2 2024

Aug 09, 2024

BUY
$132.46 - $159.33 $171,403 - $206,173
1,294 New
1,294 $201,000
Q4 2023

Feb 06, 2024

SELL
$103.08 - $162.16 $3.65 Million - $5.75 Million
-35,450 Reduced 96.37%
1,334 $213,000
Q3 2023

Nov 14, 2023

BUY
$120.51 - $156.42 $33,260 - $43,171
276 Added 0.76%
36,784 $4.47 Million
Q2 2023

Aug 08, 2023

BUY
$141.96 - $164.68 $734,643 - $852,219
5,175 Added 16.52%
36,508 $5.43 Million
Q1 2023

May 03, 2023

BUY
$141.03 - $169.11 $60,219 - $72,209
427 Added 1.38%
31,333 $5.11 Million
Q4 2022

Feb 14, 2023

BUY
$145.32 - $179.47 $167,408 - $206,749
1,152 Added 3.87%
30,906 $4.55 Million
Q3 2022

Nov 14, 2022

BUY
$166.97 - $215.05 $81,815 - $105,374
490 Added 1.67%
29,754 $5.14 Million
Q2 2022

Aug 11, 2022

BUY
$158.74 - $219.95 $14,762 - $20,455
93 Added 0.32%
29,264 $4.98 Million
Q1 2022

Aug 11, 2022

SELL
$185.28 - $221.59 $20,936 - $25,039
-113 Reduced 0.39%
29,171 $6 Million
Q4 2021

Aug 11, 2022

BUY
$167.89 - $226.73 $4.92 Million - $6.64 Million
29,284 New
29,284 $6.64 Million

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 $23.1B
  • 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
Track This Portfolio

Track Axxcess Wealth Management, LLC Portfolio

Follow Axxcess Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Axxcess Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axxcess Wealth Management, LLC with notifications on news.