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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.07K+ 142.35% |
$516K - $623K
|
6.94K
$926K
|
|
|
Jul 31, 2025
Q2 2025
|
Peterson Wealth Services
|
BUY
|
- |
3.55KNew |
$450K - $544K
|
3.55K
$475K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-17- 70.83% |
$2.15K - $2.6K
|
7
$935
|
|
|
Jul 31, 2025
Q2 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
SELL
|
- |
-696- 53.7% |
$88.1K - $106K
|
600
$80.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.8K- 12.29% |
$228K - $275K
|
12.8K
$1.72M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.36K+ 4.98% |
$298K - $360K
|
49.7K
$6.63M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.23K+ 0.49% |
$156K - $189K
|
252K
$33.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
129+ 6.81% |
$16.3K - $19.7K
|
2.02K
$270K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
862+ 0.76% |
$109K - $132K
|
115K
$15.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1.39K- 11.57% |
$176K - $213K
|
10.6K
$1.42M
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
9New |
$1.14K - $1.38K
|
9
$1.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
1.69KNew |
$214K - $259K
|
1.69K
$226K
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-38- 2.18% |
$4.81K - $5.81K
|
1.71K
$228K
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.93KNew |
$244K - $295K
|
1.93K
$257K
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
2+ 0.1% |
$253 - $306
|
2.03K
$271K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-245- 13.76% |
$31K - $37.5K
|
1.54K
$205K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-9- 56.25% |
$1.14K - $1.38K
|
7
$935
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
SELL
|
- |
-4- 26.67% |
$506 - $612
|
11
$1.47K
|
|
|
Jul 29, 2025
Q2 2025
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-1.8K- 40.78% |
$227K - $275K
|
2.61K
$348K
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
912+ 0.82% |
$115K - $140K
|
112K
$15M
|
|
|
Jul 29, 2025
Q2 2025
|
Hamlin Capital Management, LLC
|
BUY
|
- |
16.9K+ 1.91% |
$2.14M - $2.58M
|
900K
$120M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
51+ 1.19% |
$6.46K - $7.8K
|
4.33K
$578K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-42- 2.97% |
$5.32K - $6.43K
|
1.37K
$183K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
63+ 175.0% |
$7.98K - $9.64K
|
99
$13.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
8New |
$1.01K - $1.22K
|
8
$1.07K
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
1.43K+ 10.44% |
$180K - $218K
|
15.1K
$2.01M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.61KNew |
$457K - $552K
|
3.61K
$482K
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
SELL
|
- |
-11.6K- 11.82% |
$1.47M - $1.78M
|
86.7K
$11.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7- 6.86% |
$886 - $1.07K
|
95
$12.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-9- 90.0% |
$1.14K - $1.38K
|
1
$134
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
49New |
$6.2K - $7.5K
|
49
$6.54K
|
|
|
Jul 28, 2025
Q2 2025
|
Alta Capital Management LLC
|
SELL
|
- |
-5.05K- 17.42% |
$640K - $773K
|
24K
$3.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-14.9K- 6.59% |
$1.89M - $2.28M
|
211K
$28.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.48KNew |
$187K - $226K
|
1.48K
$198K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
260+ 1.69% |
$32.9K - $39.8K
|
15.6K
$2.09M
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
2.44KNew |
$308K - $373K
|
2.44K
$325K
|
|
|
Jul 25, 2025
Q2 2025
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-72- 0.43% |
$9.12K - $11K
|
16.8K
$2.24M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
7New |
$886 - $1.07K
|
7
$935
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
2.63K+ 123.18% |
$332K - $402K
|
4.76K
$635K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-358- 5.73% |
$45.3K - $54.8K
|
5.89K
$787K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-125- 4.64% |
$15.8K - $19.1K
|
2.57K
$343K
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.54K+ 183.1% |
$321K - $388K
|
3.92K
$524K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
21+ 12.96% |
$2.66K - $3.21K
|
183
$24.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Castellan Group
Louisville, KY |
BUY
|
- |
1.57K+ 8.03% |
$199K - $241K
|
21.2K
$2.83M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.62K+ 95.47% |
$205K - $248K
|
3.32K
$443K
|
|
|
Jul 24, 2025
Q2 2025
|
Abrdn PLC
|
BUY
|
- |
14.4K+ 6.65% |
$1.82M - $2.2M
|
230K
$30.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
3+ 33.33% |
$380 - $459
|
12
$1.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
1.4K+ 1.95% |
$177K - $214K
|
73.3K
$9.79M
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
1.07K+ 76.52% |
$135K - $164K
|
2.47K
$329K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.11% |
$127 - $153
|
942
$126K
|