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 |
---|---|---|---|---|---|---|---|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
689+ 3.8% |
$98.1K - $123K
|
18.8K
$2.6M
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-210- 10.58% |
$29.9K - $37.4K
|
1.77K
$245K
|
|
Jan 29, 2025
Q4 2024
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-58- 0.83% |
$8.26K - $10.3K
|
6.92K
$957K
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-42- 1.92% |
$5.98K - $7.49K
|
2.15K
$297K
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
154+ 89.02% |
$21.9K - $27.5K
|
327
$45.2K
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-500- 4.2% |
$71.2K - $89.2K
|
11.4K
$1.58M
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-254- 1.9% |
$36.2K - $45.3K
|
13.1K
$1.81M
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1+ 0.04% |
$142 - $178
|
2.3K
$317K
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-463- 2.08% |
$65.9K - $82.6K
|
21.8K
$3.02M
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1- 2.5% |
$142 - $178
|
39
$5.39K
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
110+ 3.04% |
$15.7K - $19.6K
|
3.73K
$515K
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-478- 0.49% |
$68K - $85.2K
|
96.1K
$13.3M
|
|
Jan 29, 2025
Q4 2024
|
Castellan Group
Louisville, KY |
SELL
|
- |
-1.95K- 8.42% |
$277K - $347K
|
21.2K
$2.93M
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-2.01M- 99.44% |
$286M - $358M
|
11.3K
$1.55M
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
3.76KNew |
$536K - $671K
|
3.76K
$520K
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.29K+ 5.15% |
$468K - $587K
|
67.2K
$9.29M
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
8.09K+ 1.01% |
$1.15M - $1.44M
|
807K
$111M
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-2.62K- 52.98% |
$373K - $467K
|
2.33K
$321K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
164New |
$23.3K - $29.2K
|
164
$22.7K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
538+ 12.78% |
$76.6K - $95.9K
|
4.75K
$656K
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.16K- 31.83% |
$164K - $206K
|
2.47K
$342K
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
323+ 8.22% |
$46K - $57.6K
|
4.25K
$587K
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-91- 5.48% |
$13K - $16.2K
|
1.57K
$217K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.82K- 45.81% |
$258K - $324K
|
2.15K
$297K
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
94+ 1.86% |
$13.4K - $16.8K
|
5.16K
$713K
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
1.54KNew |
$220K - $275K
|
1.54K
$213K
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.53K+ 4.63% |
$218K - $273K
|
34.6K
$4.78M
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
209+ 4.3% |
$29.8K - $37.3K
|
5.07K
$700K
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.88K- 36.46% |
$268K - $335K
|
3.28K
$453K
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-29- 17.37% |
$4.13K - $5.17K
|
138
$19.1K
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-145- 7.35% |
$20.6K - $25.9K
|
1.83K
$253K
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
2.7KNew |
$384K - $481K
|
2.7K
$373K
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
1.67KNew |
$238K - $298K
|
1.67K
$231K
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
476+ 7.47% |
$67.8K - $84.9K
|
6.85K
$947K
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-814- 9.07% |
$116K - $145K
|
8.16K
$1.13M
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-650- 37.95% |
$92.5K - $116K
|
1.06K
$147K
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
861+ 36.12% |
$123K - $154K
|
3.25K
$448K
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
BUY
|
- |
1+ 0.0% |
$142 - $178
|
38.8K
$5.37M
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.21K+ 13.82% |
$173K - $216K
|
9.99K
$1.38M
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
282+ 15.02% |
$40.1K - $50.3K
|
2.16K
$299K
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
25+ 0.93% |
$3.56K - $4.46K
|
2.71K
$374K
|
|
Jan 24, 2025
Q4 2024
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
19.1KNew |
$2.71M - $3.4M
|
19.1K
$2.63M
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3.71KNew |
$528K - $661K
|
3.71K
$512K
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
BUY
|
- |
2.35K+ 1.54% |
$335K - $420K
|
155K
$21.5M
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-111- 3.08% |
$15.8K - $19.8K
|
3.49K
$482K
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
400+ 0.95% |
$56.9K - $71.3K
|
42.7K
$5.9M
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-30.4K- 99.0% |
$4.33M - $5.42M
|
308
$42.6K
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
187KNew |
$26.6M - $33.3M
|
187K
$25.8M
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
718K+ 1127.22% |
$102M - $128M
|
782K
$108M
|