A detailed history of Ep Wealth Advisors, LLC transactions in Extra Space Storage Inc. stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 4,618 shares of EXR stock, worth $838,859. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,618
Previous 6,638 30.43%
Holding current value
$838,859
Previous $975,000 26.46%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 19, 2024

SELL
$132.46 - $159.33 $267,569 - $321,846
-2,020 Reduced 30.43%
4,618 $717,000
Q1 2024

May 14, 2024

BUY
$138.07 - $164.4 $3,451 - $4,110
25 Added 0.38%
6,638 $975,000
Q4 2023

Feb 28, 2024

SELL
$103.08 - $162.16 $149,878 - $235,780
-1,454 Reduced 18.02%
6,613 $1.06 Million
Q3 2023

Nov 22, 2023

SELL
$120.51 - $156.42 $5.62 Million - $7.3 Million
-46,663 Reduced 85.26%
8,067 $980,000
Q2 2023

Aug 14, 2023

BUY
$141.96 - $164.68 $7.08 Million - $8.22 Million
49,895 Added 1031.95%
54,730 $8.15 Million
Q1 2023

Jun 05, 2023

BUY
$141.03 - $169.11 $681,880 - $817,646
4,835 New
4,835 $787,000
Q4 2022

Jun 12, 2023

BUY
$145.32 - $179.47 $410,238 - $506,643
2,823 Added 58.39%
7,658 $1.13 Million
Q1 2022

May 20, 2022

BUY
$185.28 - $221.59 $1.25 Million - $1.49 Million
6,738 New
6,738 $1.39 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 $24.3B
  • 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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