Naviter Wealth, LLC Extra Space Storage Inc. Transaction History

Naviter Wealth, LLC

$795 Million
Q2 2025

A detailed history of Naviter Wealth, LLC transactions in Extra Space Storage Inc. stock. As of the latest transaction made, Naviter Wealth, LLC holds 15,070 shares of EXR stock, worth $2.25 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

15,070

Previous 13,645 10.44%

Holding current value

$2.25 Million

Previous $2.03 Million 9.62%

% of portfolio

0.28%

Previous 0.25%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$126.61 - $152.99 $180,419 - $218,010	1,425 Added 10.44%	15,070 $2.22 Million
Q1 2025 Apr 25, 2025	BUY	$143.8 - $161.28 $11,791 - $13,224	82 Added 0.6%	13,645 $2.03 Million
Q4 2024 Feb 07, 2025	BUY	$142.35 - $178.32 $253,667 - $317,766	1,782 Added 15.13%	13,563 $2.03 Million
Q3 2024 Oct 16, 2024	SELL	$151.92 - $183.06 $120,928 - $145,715	-796 Reduced 6.33%	11,781 $2.12 Million
Q2 2024 Aug 01, 2024	BUY	$132.46 - $159.33 $128,751 - $154,868	972 Added 8.38%	12,577 $1.95 Million
Q1 2024 Apr 18, 2024	BUY	$138.07 - $164.4 $313,142 - $372,859	2,268 Added 24.29%	11,605 $1.71 Million
Q4 2023 Feb 05, 2024	BUY	$103.08 - $162.16 $157,815 - $248,266	1,531 Added 19.61%	9,337 $1.5 Million
Q3 2023 Nov 14, 2023	BUY	$120.51 - $156.42 $159,314 - $206,787	1,322 Added 20.39%	7,806 $949,000
Q2 2023 Jul 20, 2023	BUY	$141.96 - $164.68 $144,089 - $167,150	1,015 Added 18.56%	6,484 $965,000
Q1 2023 Apr 12, 2023	BUY	$141.03 - $169.11 $177,838 - $213,247	1,261 Added 29.97%	5,469 $891,000
Q4 2022 Jan 31, 2023	BUY	$145.32 - $179.47 $117,854 - $145,550	811 Added 23.87%	4,208 $619,000
Q3 2022 Oct 27, 2022	BUY	$166.97 - $215.05 $289,859 - $373,326	1,736 Added 104.52%	3,397 $587,000
Q2 2022 Jul 18, 2022	SELL	$158.74 - $219.95 $5,873 - $8,138	-37 Reduced 2.18%	1,661 $283,000
Q1 2022 Apr 21, 2022	SELL	$185.28 - $221.59 $8,337 - $9,971	-45 Reduced 2.58%	1,698 $349,000
Q4 2021 Feb 03, 2022	BUY	$167.89 - $226.73 $292,632 - $395,190	1,743 New	1,743 $395,000

Others Institutions Holding EXR

# of Institutions

874

Shares Held

204M

Call Options Held

68.1K

Put Options Held

97.9K

View Full List

About Extra Space Storage Inc.

Ticker EXR
Exchange NYSE
Sector Real Estate
Industry REIT—Industrial
Shares Outstandng 133,912,000
Market Cap $20B
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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Naviter Wealth, LLC Extra Space Storage Inc. Transaction History