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 |
---|---|---|---|---|---|---|---|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 1.72% |
$288 - $323
|
118
$17.8K
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-286- 1.96% |
$41.1K - $46.1K
|
14.3K
$2.15M
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
6.08KNew |
$874K - $981K
|
6.08K
$915K
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-343K- 43.86% |
$49.3M - $55.3M
|
439K
$66.1M
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
BUY
|
- |
189+ 9.56% |
$27.2K - $30.5K
|
2.17K
$326K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
68+ 0.5% |
$9.78K - $11K
|
13.6K
$2.04M
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
4New |
$575 - $645
|
4
$602
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
7.3K+ 99.48% |
$1.05M - $1.18M
|
14.6K
$2.2M
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 0.64% |
$288 - $323
|
313
$47.1K
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-7- 21.88% |
$1.01K - $1.13K
|
25
$3.76K
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.65KNew |
$237K - $265K
|
1.65K
$248K
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-912- 0.54% |
$131K - $147K
|
168K
$25.2M
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-400- 3.06% |
$57.5K - $64.5K
|
12.7K
$1.91M
|
|
Apr 21, 2025
Q1 2025
|
Alta Capital Management LLC
|
BUY
|
- |
1.91K+ 7.04% |
$274K - $308K
|
29K
$4.37M
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
3.83KNew |
$551K - $618K
|
3.83K
$577K
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-286- 31.64% |
$41.1K - $46.1K
|
618
$93K
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-150- 5.27% |
$21.6K - $24.2K
|
2.7K
$406K
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
290+ 18.52% |
$41.7K - $46.8K
|
1.86K
$279K
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-7- 25.93% |
$1.01K - $1.13K
|
20
$3.01K
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
638+ 37.51% |
$91.7K - $103K
|
2.34K
$352K
|
|
Apr 16, 2025
Q1 2025
|
Delta Capital Management LLC
|
SELL
|
- |
-50- 2.01% |
$7.19K - $8.06K
|
2.44K
$366K
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-649- 67.82% |
$93.3K - $105K
|
308
$46.4K
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
52+ 5.41% |
$7.48K - $8.39K
|
1.01K
$153K
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
22New |
$3.16K - $3.55K
|
22
$3.31K
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-15- 1.65% |
$2.16K - $2.42K
|
896
$135K
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
375+ 3.4% |
$53.9K - $60.5K
|
11.4K
$1.71M
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
269K+ 148.33% |
$38.7M - $43.4M
|
451K
$67.8M
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-4.57K- 3.41% |
$658K - $738K
|
130K
$19.5M
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
262+ 19.25% |
$37.7K - $42.3K
|
1.62K
$244K
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
9.22K+ 3.2% |
$1.33M - $1.49M
|
297K
$44.7M
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-445- 11.28% |
$64K - $71.8K
|
3.5K
$527K
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-442- 20.21% |
$63.6K - $71.3K
|
1.75K
$263K
|
|
Apr 14, 2025
Q1 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-1.3K- 14.48% |
$187K - $210K
|
7.68K
$1.16M
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
229+ 2.39% |
$32.9K - $36.9K
|
9.8K
$1.47M
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
84+ 1050.0% |
$12.1K - $13.5K
|
92
$13.8K
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
200+ 11.29% |
$28.8K - $32.3K
|
1.97K
$297K
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
SELL
|
- |
-865- 11.96% |
$124K - $140K
|
6.37K
$958K
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-4- 57.14% |
$575 - $645
|
3
$452
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1- 2.5% |
$144 - $161
|
39
$5.87K
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
83New |
$11.9K - $13.4K
|
83
$12.5K
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-90- 5.65% |
$12.9K - $14.5K
|
1.5K
$226K
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
20New |
$2.88K - $3.23K
|
20
$3.01K
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
8+ 50.0% |
$1.15K - $1.29K
|
24
$3.61K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
21+ 7.32% |
$3.02K - $3.39K
|
308
$46.4K
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
34+ 2.05% |
$4.89K - $5.48K
|
1.69K
$255K
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
71+ 4.58% |
$10.2K - $11.5K
|
1.62K
$244K
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-292- 12.18% |
$42K - $47.1K
|
2.11K
$317K
|
|
Q4 2024 | |||||||
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-334K- 35.63% |
$47.5M - $59.5M
|
603K
$90.8M
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.13K+ 22.92% |
$445K - $558K
|
16.8K
$2.52M
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-22.1K- 4.97% |
$3.15M - $3.94M
|
423K
$63.7M
|