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 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1New |
$142 - $178
|
1
$151
|
|
|
Feb 10, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
561New |
$79.9K - $100K
|
561
$84.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
200+ 0.5% |
$28.5K - $35.7K
|
40K
$6.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-64- 4.16% |
$9.11K - $11.4K
|
1.47K
$222K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
7New |
$996 - $1.25K
|
7
$1.05K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-34- 82.93% |
$4.84K - $6.06K
|
7
$1.05K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-6.42K- 77.11% |
$914K - $1.14M
|
1.91K
$287K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
10+ 18.18% |
$1.42K - $1.78K
|
65
$9.78K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-203- 6.02% |
$28.9K - $36.2K
|
3.17K
$477K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
13New |
$1.85K - $2.32K
|
13
$1.96K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-1.33K- 26.06% |
$189K - $237K
|
3.78K
$568K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-9- 50.0% |
$1.28K - $1.6K
|
9
$1.35K
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
3.1KNew |
$441K - $552K
|
3.1K
$466K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
168KNew |
$23.9M - $29.9M
|
168K
$25.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Aew Capital Management L P
|
SELL
|
- |
-432K- 74.32% |
$61.5M - $77.1M
|
149K
$22.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-6- 24.0% |
$854 - $1.07K
|
19
$2.86K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
626New |
$89.1K - $112K
|
626
$94.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
2+ 0.11% |
$285 - $357
|
1.82K
$274K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 1.96% |
$142 - $178
|
52
$7.83K
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-127- 14.02% |
$18.1K - $22.6K
|
779
$117K
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
4.36KNew |
$621K - $777K
|
4.36K
$656K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
6.61K+ 159.1% |
$941K - $1.18M
|
10.8K
$1.62M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-23- 62.16% |
$3.27K - $4.1K
|
14
$2.11K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.31K+ 7.09% |
$186K - $234K
|
19.8K
$2.98M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-16- 3.93% |
$2.28K - $2.85K
|
391
$58.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
350New |
$49.8K - $62.4K
|
350
$52.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
28New |
$3.99K - $4.99K
|
28
$4.21K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-31- 79.49% |
$4.41K - $5.53K
|
8
$1.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
429+ 16.47% |
$61.1K - $76.5K
|
3.03K
$457K
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-210- 10.58% |
$29.9K - $37.4K
|
1.77K
$267K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
154+ 89.02% |
$21.9K - $27.5K
|
327
$49.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1+ 0.04% |
$142 - $178
|
2.3K
$346K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1- 2.5% |
$142 - $178
|
39
$5.87K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-145- 7.35% |
$20.6K - $25.9K
|
1.83K
$275K
|
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
1.67KNew |
$238K - $298K
|
1.67K
$252K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-814- 9.07% |
$116K - $145K
|
8.16K
$1.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
6New |
$854 - $1.07K
|
6
$903
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
39New |
$5.55K - $6.95K
|
39
$5.87K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
5New |
$712 - $892
|
5
$753
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
170+ 3.64% |
$24.2K - $30.3K
|
4.84K
$728K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2- 16.67% |
$285 - $357
|
10
$1.51K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
2.09KNew |
$298K - $373K
|
2.09K
$315K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3- 3.7% |
$427 - $535
|
78
$11.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7+ 20.0% |
$996 - $1.25K
|
42
$6.32K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.58KNew |
$224K - $281K
|
1.58K
$237K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-122- 6.75% |
$17.4K - $21.8K
|
1.69K
$254K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1New |
$142 - $178
|
1
$151
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1New |
$142 - $178
|
1
$151
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
400New |
$56.9K - $71.3K
|
400
$60.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.78KNew |
$253K - $317K
|
1.78K
$268K
|