Purchases and Sales Made in Q1 2024 in Extra Space Storage Inc. (EXR)
This table provides information about the institutional ownership of Extra Space Storage Inc. (EXR) during Q1 2024. 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 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-11- 4.21% |
$1.52K - $1.81K
|
250
$37.4K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-12- 0.18% |
$1.66K - $1.97K
|
6.49K
$970K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-12- 10.71% |
$1.66K - $1.97K
|
100
$15K
|
|
|
Apr 01, 2024
Q1 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-12- 0.5% |
$1.66K - $1.97K
|
2.37K
$354K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-14- 1.63% |
$1.93K - $2.3K
|
844
$126K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-14- 0.53% |
$1.93K - $2.3K
|
2.65K
$396K
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-16- 1.12% |
$2.21K - $2.63K
|
1.41K
$211K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-22- 0.1% |
$3.04K - $3.62K
|
21.5K
$3.22M
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-22- 1.37% |
$3.04K - $3.62K
|
1.58K
$237K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-23- 0.15% |
$3.18K - $3.78K
|
15K
$2.25M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-29- 1.58% |
$4K - $4.77K
|
1.81K
$270K
|
|
|
Apr 04, 2024
Q1 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-30- 1.05% |
$4.14K - $4.93K
|
2.83K
$423K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-30- 2.51% |
$4.14K - $4.93K
|
1.16K
$174K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-32- 1.42% |
$4.42K - $5.26K
|
2.22K
$332K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-33- 0.89% |
$4.56K - $5.43K
|
3.69K
$552K
|
|
|
Apr 23, 2024
Q1 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-33- 0.91% |
$4.56K - $5.43K
|
3.61K
$539K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-34- 89.47% |
$4.69K - $5.59K
|
4
$598
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-34- 0.82% |
$4.69K - $5.59K
|
4.12K
$615K
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-34- 25.56% |
$4.69K - $5.59K
|
99
$14.8K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-40- 2.74% |
$5.52K - $6.58K
|
1.42K
$212K
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-43- 2.54% |
$5.94K - $7.07K
|
1.65K
$247K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-44- 2.34% |
$6.08K - $7.23K
|
1.84K
$275K
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-50- 50.0% |
$6.9K - $8.22K
|
50
$7.48K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-50- 1.48% |
$6.9K - $8.22K
|
3.33K
$498K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-50- 22.73% |
$6.9K - $8.22K
|
170
$25.4K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-52- 82.54% |
$7.18K - $8.55K
|
11
$1.64K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-55- 0.14% |
$7.59K - $9.04K
|
37.9K
$5.67M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-57- 5.6% |
$7.87K - $9.37K
|
961
$144K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-58- 26.73% |
$8.01K - $9.54K
|
159
$23.8K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-62- 3.02% |
$8.56K - $10.2K
|
1.99K
$297K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-63- 49.22% |
$8.7K - $10.4K
|
65
$9.72K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-68- 4.23% |
$9.39K - $11.2K
|
1.54K
$230K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-74- 31.09% |
$10.2K - $12.2K
|
164
$24.5K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-83- 60.14% |
$11.5K - $13.6K
|
55
$8.22K
|
|
|
Apr 15, 2024
Q1 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-90- 2.15% |
$12.4K - $14.8K
|
4.1K
$612K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-92- 3.03% |
$12.7K - $15.1K
|
2.94K
$440K
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-98- 4.17% |
$13.5K - $16.1K
|
2.25K
$337K
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-100- 0.28% |
$13.8K - $16.4K
|
36.1K
$5.4M
|
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-100- 25.0% |
$13.8K - $16.4K
|
300
$44.9K
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-100- 1.88% |
$13.8K - $16.4K
|
5.23K
$782K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-102- 1.37% |
$14.1K - $16.8K
|
7.32K
$1.09M
|
|
|
Apr 22, 2024
Q1 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-104- 0.24% |
$14.4K - $17.1K
|
43.3K
$6.47M
|
|
|
May 15, 2024
Q1 2024
|
Castellan Group
Louisville, KY |
SELL
|
- |
-108- 0.48% |
$14.9K - $17.8K
|
22.6K
$3.38M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-115- 0.74% |
$15.9K - $18.9K
|
15.5K
$2.31M
|
|
|
May 20, 2024
Q1 2024
|
Adams Wealth Management
|
SELL
|
- |
-122- 1.88% |
$16.8K - $20.1K
|
6.38K
$954K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-123- 20.78% |
$17K - $20.2K
|
469
$70.1K
|
|
|
May 01, 2024
Q1 2024
|
Acas, LLC
|
SELL
|
- |
-123- 1.78% |
$17K - $20.2K
|
6.79K
$1.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-125- 6.77% |
$17.3K - $20.6K
|
1.72K
$257K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-127- 77.44% |
$17.5K - $20.9K
|
37
$5.53K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-147- 1.26% |
$20.3K - $24.2K
|
11.5K
$1.72M
|