A detailed history of United Capital Financial Advisers, LLC transactions in Extra Space Storage Inc. stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 9,058 shares of EXR stock, worth $1.65 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,058
Previous 8,911 1.65%
Holding current value
$1.65 Million
Previous $1.31 Million 7.49%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 14, 2024

BUY
$132.46 - $159.33 $19,471 - $23,421
147 Added 1.65%
9,058 $1.41 Million
Q1 2024

May 15, 2024

SELL
$138.07 - $164.4 $22,781 - $27,126
-165 Reduced 1.82%
8,911 $1.31 Million
Q4 2023

Feb 14, 2024

BUY
$103.08 - $162.16 $104,007 - $163,619
1,009 Added 12.51%
9,076 $1.46 Million
Q3 2023

Nov 14, 2023

BUY
$120.51 - $156.42 $217,882 - $282,807
1,808 Added 28.89%
8,067 $980,000
Q2 2023

Aug 14, 2023

SELL
$141.96 - $164.68 $32,366 - $37,547
-228 Reduced 3.51%
6,259 $931,000
Q1 2023

Aug 14, 2023

BUY
$141.03 - $169.11 $32,154 - $38,557
228 Added 3.64%
6,487 $1.06 Million
Q1 2023

May 15, 2023

SELL
$141.03 - $169.11 $75,733 - $90,812
-537 Reduced 7.65%
6,487 $1.06 Million
Q4 2022

Feb 14, 2023

SELL
$145.32 - $179.47 $184,265 - $227,567
-1,268 Reduced 15.29%
7,024 $1.03 Million
Q3 2022

Nov 14, 2022

SELL
$166.97 - $215.05 $104,022 - $133,976
-623 Reduced 6.99%
8,292 $1.43 Million
Q2 2022

Aug 11, 2022

SELL
$158.74 - $219.95 $94,926 - $131,530
-598 Reduced 6.29%
8,915 $1.52 Million
Q1 2022

May 16, 2022

SELL
$185.28 - $221.59 $76,520 - $91,516
-413 Reduced 4.16%
9,513 $1.96 Million
Q4 2021

Feb 14, 2022

BUY
$167.89 - $226.73 $36,935 - $49,880
220 Added 2.27%
9,926 $2.25 Million
Q3 2021

Nov 15, 2021

BUY
$164.91 - $193.71 $19,129 - $22,470
116 Added 1.21%
9,706 $1.63 Million
Q2 2021

Aug 13, 2021

BUY
$135.01 - $166.39 $96,802 - $119,301
717 Added 8.08%
9,590 $1.57 Million
Q1 2021

May 14, 2021

BUY
$108.71 - $133.95 $29,351 - $36,166
270 Added 3.14%
8,873 $1.18 Million
Q4 2020

Feb 17, 2021

SELL
$106.92 - $118.66 $320,439 - $355,624
-2,997 Reduced 25.84%
8,603 $997,000
Q3 2020

Nov 13, 2020

SELL
$95.08 - $112.29 $87,283 - $103,082
-918 Reduced 7.33%
11,600 $1.24 Million
Q2 2020

Aug 13, 2020

BUY
$81.81 - $104.56 $45,977 - $58,762
562 Added 4.7%
12,518 $1.16 Million
Q1 2020

May 15, 2020

BUY
$74.61 - $115.43 $15,593 - $24,124
209 Added 1.78%
11,956 $1.15 Million
Q4 2019

Feb 14, 2020

BUY
$102.29 - $117.45 $140,546 - $161,376
1,374 Added 13.25%
11,747 $1.24 Million
Q3 2019

Nov 14, 2019

SELL
$105.71 - $123.52 $50,106 - $58,548
-474 Reduced 4.37%
10,373 $1.21 Million
Q2 2019

Aug 13, 2019

SELL
$99.24 - $109.73 $15,183 - $16,788
-153 Reduced 1.39%
10,847 $1.15 Million
Q1 2019

May 14, 2019

BUY
$87.44 - $102.76 $73,537 - $86,421
841 Added 8.28%
11,000 $1.12 Million
Q4 2018

Feb 14, 2019

SELL
$84.61 - $99.82 $6,684 - $7,885
-79 Reduced 0.77%
10,159 $919,000
Q3 2018

Nov 14, 2018

BUY
$85.53 - $100.76 $16,678 - $19,648
195 Added 1.94%
10,238 $887,000
Q2 2018

Aug 14, 2018

SELL
$85.49 - $100.96 $239,030 - $282,284
-2,796 Reduced 21.78%
10,043 $1 Million
Q1 2018

May 15, 2018

SELL
$77.56 - $88.19 $67,166 - $76,372
-866 Reduced 6.32%
12,839 $1.12 Million
Q4 2017

Feb 13, 2018

SELL
$78.7 - $87.86 $96,643 - $107,892
-1,228 Reduced 8.22%
13,705 $1.2 Million
Q3 2017

Nov 14, 2017

SELL
$74.74 - $82.25 $4.23 Million - $4.65 Million
-56,566 Reduced 79.11%
14,933 $1.19 Million
Q2 2017

Aug 14, 2017

BUY
N/A
71,499
71,499 $5.58 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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