A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Extra Space Storage Inc. stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 2,134 shares of EXR stock, worth $350,274. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,134
Previous 2,134 -0.0%
Holding current value
$350,274
Previous $331,000 16.01%
% of portfolio
0.01%
Previous 0.01%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

SELL
$132.46 - $159.33 $21,326 - $25,652
-161 Reduced 7.02%
2,134 $331,000
Q4 2023

Feb 06, 2024

SELL
$103.08 - $162.16 $109,264 - $171,889
-1,060 Reduced 31.59%
2,295 $367,000
Q3 2023

Nov 02, 2023

BUY
$120.51 - $156.42 $404,311 - $524,789
3,355 New
3,355 $407,000
Q2 2022

Aug 02, 2022

SELL
$158.74 - $219.95 $263,667 - $365,336
-1,661 Closed
0 $0
Q1 2022

May 13, 2022

SELL
$185.28 - $221.59 $8,893 - $10,636
-48 Reduced 2.81%
1,661 $341,000
Q4 2021

Feb 14, 2022

SELL
$167.89 - $226.73 $19,139 - $25,847
-114 Reduced 6.25%
1,709 $388,000
Q3 2021

Nov 02, 2021

SELL
$164.91 - $193.71 $66,953 - $78,646
-406 Reduced 18.21%
1,823 $306,000
Q2 2021

Aug 12, 2021

BUY
$135.01 - $166.39 $1,080 - $1,331
8 Added 0.36%
2,229 $365,000
Q1 2021

May 17, 2021

SELL
$108.71 - $133.95 $95,882 - $118,143
-882 Reduced 28.42%
2,221 $294,000
Q4 2020

Feb 12, 2021

BUY
$106.92 - $118.66 $34,000 - $37,733
318 Added 11.42%
3,103 $360,000
Q3 2020

Nov 12, 2020

SELL
$95.08 - $112.29 $42,310 - $49,969
-445 Reduced 13.78%
2,785 $298,000
Q2 2020

Aug 12, 2020

SELL
$81.81 - $104.56 $17,180 - $21,957
-210 Reduced 6.1%
3,230 $298,000
Q1 2020

May 11, 2020

BUY
$74.61 - $115.43 $42,751 - $66,141
573 Added 19.99%
3,440 $329,000
Q4 2019

Feb 13, 2020

BUY
$102.29 - $117.45 $102,494 - $117,684
1,002 Added 53.73%
2,867 $303,000
Q3 2019

Nov 13, 2019

BUY
$105.71 - $123.52 $197,149 - $230,364
1,865 New
1,865 $218,000

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 $22B
  • 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 Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Portfolio

Follow Empirical Financial Services, LLC D.B.A. Empirical Wealth Management 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 Empirical Financial Services, LLC D.B.A. Empirical Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Empirical Financial Services, LLC D.B.A. Empirical Wealth Management with notifications on news.