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 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.13K+ 2.54% |
$161K - $202K
|
45.6K
$6.3M
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
615+ 245.02% |
$87.5K - $110K
|
866
$120K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-398- 2.11% |
$56.7K - $71K
|
18.4K
$2.55M
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-5.04K- 11.45% |
$717K - $899K
|
39K
$5.39M
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-941- 29.97% |
$134K - $168K
|
2.2K
$304K
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-203- 6.02% |
$28.9K - $36.2K
|
3.17K
$438K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
600+ 8.94% |
$85.4K - $107K
|
7.32K
$1.01M
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
43.2K+ 1.83% |
$6.15M - $7.71M
|
2.41M
$333M
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.17% |
$14.2K - $17.8K
|
57.6K
$7.96M
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
13New |
$1.85K - $2.32K
|
13
$1.8K
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-1.33K- 26.06% |
$189K - $237K
|
3.78K
$522K
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-2.91K- 1.74% |
$415K - $519K
|
164K
$22.7M
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-401- 3.43% |
$57.1K - $71.5K
|
11.3K
$1.56M
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
338+ 20.62% |
$48.1K - $60.3K
|
1.98K
$273K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-85- 1.33% |
$12.1K - $15.2K
|
6.33K
$875K
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-103- 2.28% |
$14.7K - $18.4K
|
4.41K
$609K
|
|
Feb 06, 2025
Q4 2024
|
Cbre Investment Management Listed Real Assets LLC
Radnor, PA |
BUY
|
- |
520K+ 91.25% |
$74M - $92.7M
|
1.09M
$151M
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
SELL
|
- |
-536- 0.88% |
$76.3K - $95.6K
|
60.2K
$8.32M
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-4.57K- 66.64% |
$651K - $815K
|
2.29K
$316K
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-9- 50.0% |
$1.28K - $1.6K
|
9
$1.24K
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-152- 2.32% |
$21.6K - $27.1K
|
6.41K
$886K
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
3.1KNew |
$441K - $552K
|
3.1K
$428K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
308KNew |
$43.9M - $55M
|
308K
$42.6M
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-63- 1.87% |
$8.97K - $11.2K
|
3.3K
$457K
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
170+ 4.0% |
$24.2K - $30.3K
|
4.42K
$611K
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
68+ 14.95% |
$9.68K - $12.1K
|
523
$72.3K
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
SELL
|
- |
-36- 0.69% |
$5.12K - $6.42K
|
5.21K
$719K
|
|
Feb 06, 2025
Q4 2024
|
Candriam S.C.A.
|
BUY
|
- |
1.23K+ 9.25% |
$175K - $219K
|
14.5K
$2M
|
|
Feb 06, 2025
Q4 2024
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-2.59K- 33.61% |
$369K - $462K
|
5.12K
$707K
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-172- 1.03% |
$24.5K - $30.7K
|
16.5K
$2.28M
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
168KNew |
$23.9M - $29.9M
|
168K
$23.2M
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
BUY
|
- |
3.84K+ 85.44% |
$547K - $685K
|
8.34K
$1.15M
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
31+ 5.71% |
$4.41K - $5.53K
|
574
$79.3K
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-7- 6.19% |
$996 - $1.25K
|
106
$14.6K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
18+ 19.57% |
$2.56K - $3.21K
|
110
$15.2K
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.05K- 3.48% |
$150K - $188K
|
29.2K
$4.04M
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1+ 0.88% |
$142 - $178
|
114
$15.8K
|
|
Feb 05, 2025
Q4 2024
|
Aew Capital Management L P
|
SELL
|
- |
-432K- 74.32% |
$61.5M - $77.1M
|
149K
$20.6M
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
1.55K+ 5.21% |
$221K - $277K
|
31.4K
$4.34M
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-6- 24.0% |
$854 - $1.07K
|
19
$2.63K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
308+ 1.1% |
$43.8K - $54.9K
|
28.2K
$3.9M
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
206+ 0.35% |
$29.3K - $36.7K
|
59.4K
$8.21M
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
626New |
$89.1K - $112K
|
626
$86.5K
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
2+ 0.11% |
$285 - $357
|
1.82K
$251K
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
14+ 1.48% |
$1.99K - $2.5K
|
958
$132K
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 1.96% |
$142 - $178
|
52
$7.19K
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
119+ 18.56% |
$16.9K - $21.2K
|
760
$105K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
185+ 20.02% |
$26.3K - $33K
|
1.11K
$153K
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
3.1K+ 8.19% |
$441K - $553K
|
41K
$5.66M
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-51- 0.57% |
$7.26K - $9.09K
|
8.83K
$1.22M
|