A detailed history of Ever Source Wealth Advisors, LLC transactions in Extra Space Storage Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 251 shares of EXR stock, worth $38,776. This represents 0.0% of its overall portfolio holdings.

Number of Shares
251
Previous 220 14.09%
Holding current value
$38,776
Previous $34,000 32.35%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 08, 2024

BUY
$151.92 - $183.06 $4,709 - $5,674
31 Added 14.09%
251 $45,000
Q2 2024

Aug 13, 2024

BUY
$132.46 - $159.33 $1,721 - $2,071
13 Added 6.28%
220 $34,000
Q1 2024

Jun 11, 2024

BUY
$138.07 - $164.4 $1,242 - $1,479
9 Added 4.55%
207 $30,000
Q4 2023

Feb 09, 2024

SELL
$103.08 - $162.16 $3,401 - $5,351
-33 Reduced 14.29%
198 $31,000
Q3 2023

Nov 03, 2023

BUY
$120.51 - $156.42 $17,232 - $22,368
143 Added 162.5%
231 $28,000
Q2 2023

Aug 04, 2023

BUY
$141.96 - $164.68 $10,930 - $12,680
77 Added 700.0%
88 $13,000
Q1 2023

May 11, 2023

SELL
$141.03 - $169.11 $2,115 - $2,536
-15 Reduced 57.69%
11 $1,000
Q4 2022

Feb 09, 2023

BUY
$145.32 - $179.47 $435 - $538
3 Added 13.04%
26 $3,000
Q3 2022

Nov 07, 2022

BUY
$166.97 - $215.05 $2,337 - $3,010
14 Added 155.56%
23 $4,000
Q2 2022

Aug 01, 2022

SELL
$158.74 - $219.95 $158 - $219
-1 Reduced 10.0%
9 $1,000
Q1 2022

May 25, 2022

BUY
$185.28 - $221.59 $1,482 - $1,772
8 Added 400.0%
10 $2,000
Q4 2021

Feb 07, 2022

BUY
$167.89 - $226.73 $335 - $453
2 New
2 $0

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 $20.7B
  • 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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