Purchases and Sales Made in Q1 2023 in Extra Space Storage Inc. (EXR)
This table provides information about the institutional ownership of Extra Space Storage Inc. (EXR) during Q1 2023. The information is specifically focused on institutions that hold shares of Extra Space Storage Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
2+ 18.18% |
$282 - $338
|
13
$2.03K
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1+ 0.0% |
$141 - $169
|
21.1K
$3.3M
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
1New |
$141 - $169
|
1
$156
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-2- 0.04% |
$282 - $338
|
5.43K
$846K
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-4- 20.0% |
$564 - $676
|
16
$2.5K
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-4- 1.59% |
$564 - $676
|
248
$38.7K
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-4- 3.96% |
$564 - $676
|
97
$15.1K
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-4- 4.82% |
$564 - $676
|
79
$12.3K
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-8- 61.54% |
$1.13K - $1.35K
|
5
$780
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-9- 12.33% |
$1.27K - $1.52K
|
64
$9.98K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-15- 57.69% |
$2.12K - $2.54K
|
11
$1.72K
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-17- 68.0% |
$2.4K - $2.87K
|
8
$1.25K
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
SELL
|
- |
-19- 11.11% |
$2.68K - $3.21K
|
152
$23.7K
|
|
May 12, 2023
Q1 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-21- 1.31% |
$2.96K - $3.55K
|
1.59K
$247K
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-23- 14.11% |
$3.24K - $3.89K
|
140
$21.8K
|
|
May 04, 2023
Q1 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-25- 0.89% |
$3.53K - $4.23K
|
2.77K
$433K
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-28- 28.87% |
$3.95K - $4.74K
|
69
$10.8K
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-30- 1.42% |
$4.23K - $5.07K
|
2.09K
$326K
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-32- 1.94% |
$4.51K - $5.41K
|
1.62K
$252K
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-34- 0.71% |
$4.8K - $5.75K
|
4.77K
$743K
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-35- 2.11% |
$4.94K - $5.92K
|
1.62K
$253K
|
|
Apr 14, 2023
Q1 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-40- 0.66% |
$5.64K - $6.76K
|
6.07K
$946K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-41- 5.59% |
$5.78K - $6.93K
|
692
$108K
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-50- 0.45% |
$7.05K - $8.46K
|
11K
$1.71M
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-50- 25.0% |
$7.05K - $8.46K
|
150
$23.4K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-51- 3.58% |
$7.19K - $8.62K
|
1.38K
$214K
|
|
Apr 25, 2023
Q1 2023
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-52- 0.59% |
$7.33K - $8.79K
|
8.82K
$1.37M
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-55- 14.32% |
$7.76K - $9.3K
|
329
$51.3K
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-56- 0.35% |
$7.9K - $9.47K
|
16.1K
$2.52M
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-65- 0.07% |
$9.17K - $11K
|
99.8K
$15.6M
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-72- 11.71% |
$10.2K - $12.2K
|
543
$84.7K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-77- 5.39% |
$10.9K - $13K
|
1.35K
$211K
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-77- 2.25% |
$10.9K - $13K
|
3.34K
$521K
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-82- 0.16% |
$11.6K - $13.9K
|
52.5K
$8.18M
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-82- 4.31% |
$11.6K - $13.9K
|
1.82K
$284K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-87- 4.16% |
$12.3K - $14.7K
|
2K
$312K
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-92- 0.4% |
$13K - $15.6K
|
23.1K
$3.6M
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-98- 27.84% |
$13.8K - $16.6K
|
254
$39.6K
|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
SELL
|
- |
-104- 0.34% |
$14.7K - $17.6K
|
30.4K
$4.74M
|
|
May 15, 2023
Q1 2023
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-113- 0.85% |
$15.9K - $19.1K
|
13.2K
$2.06M
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-117- 6.4% |
$16.5K - $19.8K
|
1.71K
$267K
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-126- 48.84% |
$17.8K - $21.3K
|
132
$20.6K
|
|
May 15, 2023
Q1 2023
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-131- 0.03% |
$18.5K - $22.2K
|
523K
$81.6M
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-137- 56.38% |
$19.3K - $23.2K
|
106
$16.5K
|
|
May 15, 2023
Q1 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-143- 0.61% |
$20.2K - $24.2K
|
23.4K
$3.64M
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-150- 6.57% |
$21.2K - $25.4K
|
2.13K
$332K
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-153- 6.9% |
$21.6K - $25.9K
|
2.06K
$322K
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-164- 94.8% |
$23.1K - $27.7K
|
9
$1.4K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-176- 4.12% |
$24.8K - $29.8K
|
4.1K
$639K
|