A detailed history of Naviter Wealth, LLC transactions in Extra Space Storage Inc. stock. As of the latest transaction made, Naviter Wealth, LLC holds 11,781 shares of EXR stock, worth $1.98 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
11,781
Previous 12,577 6.33%
Holding current value
$1.98 Million
Previous $1.95 Million 8.6%
% of portfolio
0.3%
Previous 0.29%

Shares

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

About Extra Space Storage Inc.


  • Ticker EXR
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Industrial
  • Shares Outstandng 133,912,000
  • Market Cap $22.5B
  • 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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