Latest Institutional Transactions on Extra Space Storage Inc. (EXR)
This table provides information on the latest institutional transactions involving Extra Space Storage Inc. (EXR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.42KNew |
$353K - $555K
|
3.42K
$574K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.29KNew |
$133K - $210K
|
1.29K
$217K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
14New |
$1.44K - $2.27K
|
14
$2.35K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
8New |
$825 - $1.3K
|
8
$1.34K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-77- 29.39% |
$7.94K - $12.5K
|
185
$31K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
2New |
$206 - $324
|
2
$335
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.97K+ 1.73% |
$203K - $319K
|
116K
$19.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
25New |
$2.58K - $4.05K
|
25
$4.19K
|
|
|
Feb 07, 2024
Q4 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
1.95KNew |
$201K - $316K
|
1.95K
$327K
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.65K+ 92.08% |
$170K - $268K
|
3.44K
$578K
|
|
|
Feb 07, 2024
Q4 2023
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
350+ 10.17% |
$36.1K - $56.8K
|
3.79K
$636K
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-300- 12.89% |
$30.9K - $48.6K
|
2.03K
$340K
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
BUY
|
- |
1.39KNew |
$143K - $225K
|
1.39K
$233K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
16New |
$1.65K - $2.59K
|
16
$2.68K
|
|
|
Feb 01, 2024
Q4 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-25.9K- 93.75% |
$2.67M - $4.2M
|
1.73K
$289K
|
|
|
Feb 01, 2024
Q4 2023
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
475+ 1.14% |
$49K - $77K
|
42K
$7.04M
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-2- 4.88% |
$206 - $324
|
39
$6.54K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
62New |
$6.39K - $10.1K
|
62
$10.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
22+ 1.01% |
$2.27K - $3.57K
|
2.2K
$368K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.86KNew |
$192K - $301K
|
1.86K
$312K
|
|
|
Jan 30, 2024
Q4 2023
|
Everence Capital Management Inc
|
BUY
|
- |
3.15KNew |
$325K - $511K
|
3.15K
$528K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
18+ 1.34% |
$1.86K - $2.92K
|
1.37K
$229K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
17New |
$1.75K - $2.76K
|
17
$2.85K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-164- 9.89% |
$16.9K - $26.6K
|
1.5K
$251K
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1- 0.04% |
$103 - $162
|
2.68K
$450K
|
|
|
Jan 29, 2024
Q4 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-2.08K- 17.65% |
$215K - $338K
|
9.71K
$1.63M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
39New |
$4.02K - $6.32K
|
39
$6.54K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-113- 4.68% |
$11.6K - $18.3K
|
2.3K
$386K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-16- 26.67% |
$1.65K - $2.59K
|
44
$7.38K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-3- 0.08% |
$309 - $486
|
3.88K
$650K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
17New |
$1.75K - $2.76K
|
17
$2.85K
|
|
|
Jan 23, 2024
Q4 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
6.8KNew |
$701K - $1.1M
|
6.8K
$1.14M
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-5- 8.33% |
$515 - $811
|
55
$9.22K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
1K+ 23.67% |
$103K - $162K
|
5.23K
$876K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
29New |
$2.99K - $4.7K
|
29
$4.86K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
60New |
$6.18K - $9.73K
|
60
$10.1K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
72+ 4.55% |
$7.42K - $11.7K
|
1.66K
$278K
|
|
| Q3 2023 | |||||||
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
164+ 1822.22% |
$19.8K - $25.7K
|
173
$29K
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-1.87KClosed |
$225K - $292K
|
0
$0
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
35New |
$4.22K - $5.47K
|
35
$5.87K
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
69K+ 316.38% |
$8.32M - $10.8M
|
90.8K
$15.2M
|
|
|
Nov 22, 2023
Q3 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
5.42KNew |
$653K - $847K
|
5.42K
$908K
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
1.48KNew |
$179K - $232K
|
1.48K
$249K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
16New |
$1.93K - $2.5K
|
16
$2.68K
|
|
|
Nov 15, 2023
Q3 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
PUT |
5.4KNew |
$651K - $845K
|
5.4K
$906K
|
|
|
Nov 15, 2023
Q3 2023
|
Ranger Global Real Estate Advisors, LLC
Denver, CO |
BUY
|
- |
297K+ 59342.0% |
$35.8M - $46.4M
|
297K
$49.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
CALL |
800New |
$96.4K - $125K
|
800
$134K
|
|
|
Nov 14, 2023
Q3 2023
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
3.61K+ 40.12% |
$435K - $565K
|
12.6K
$2.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
16.7K+ 794.06% |
$2.01M - $2.61M
|
18.8K
$3.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
24+ 40.68% |
$2.89K - $3.75K
|
83
$13.9K
|
|