Purchases and Sales Made in Q1 2025 in Extra Space Storage Inc. (EXR)
This table provides information about the institutional ownership of Extra Space Storage Inc. (EXR) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
34+ 2.05% |
$4.89K - $5.48K
|
1.69K
$253K
|
|
|
Apr 30, 2025
Q1 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
33+ 0.89% |
$4.75K - $5.32K
|
3.76K
$562K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
31+ 11.92% |
$4.46K - $5K
|
291
$43.5K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
29+ 23.97% |
$4.17K - $4.68K
|
150
$22.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
29+ 111.54% |
$4.17K - $4.68K
|
55
$8.22K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
28+ 4.88% |
$4.03K - $4.52K
|
602
$90K
|
|
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
26+ 0.71% |
$3.74K - $4.19K
|
3.68K
$550K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
25New |
$3.6K - $4.03K
|
25
$3.74K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
24+ 0.27% |
$3.45K - $3.87K
|
8.98K
$1.34M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
22New |
$3.16K - $3.55K
|
22
$3.29K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
21+ 7.32% |
$3.02K - $3.39K
|
308
$46K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
20New |
$2.88K - $3.23K
|
20
$2.99K
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
20New |
$2.88K - $3.23K
|
20
$2.99K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
18+ 0.74% |
$2.59K - $2.9K
|
2.45K
$367K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
18New |
$2.59K - $2.9K
|
18
$2.69K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
16New |
$2.3K - $2.58K
|
16
$2.39K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
16+ 0.98% |
$2.3K - $2.58K
|
1.65K
$247K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
15+ 13.64% |
$2.16K - $2.42K
|
125
$18.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
15+ 1.82% |
$2.16K - $2.42K
|
839
$125K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
15New |
$2.16K - $2.42K
|
15
$2.24K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
14New |
$2.01K - $2.26K
|
14
$2.09K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
12+ 1.84% |
$1.73K - $1.94K
|
663
$99.1K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
11New |
$1.58K - $1.77K
|
11
$1.64K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
11+ 122.22% |
$1.58K - $1.77K
|
20
$2.99K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
11New |
$1.58K - $1.77K
|
11
$1.64K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
11+ 0.16% |
$1.58K - $1.77K
|
6.74K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
10New |
$1.44K - $1.61K
|
10
$1.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
10New |
$1.44K - $1.61K
|
10
$1.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
10+ 0.06% |
$1.44K - $1.61K
|
18.2K
$2.72M
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
9New |
$1.29K - $1.45K
|
9
$1.35K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
9+ 112.5% |
$1.29K - $1.45K
|
17
$2.54K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
9New |
$1.29K - $1.45K
|
9
$1.35K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
8+ 50.0% |
$1.15K - $1.29K
|
24
$3.59K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
7+ 28.0% |
$1.01K - $1.13K
|
32
$4.78K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7+ 0.47% |
$1.01K - $1.13K
|
1.51K
$226K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
6+ 20.0% |
$863 - $968
|
36
$5.38K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
6New |
$863 - $968
|
6
$897
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5New |
$719 - $806
|
5
$748
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
5+ 0.13% |
$719 - $806
|
3.81K
$569K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4New |
$575 - $645
|
4
$598
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
4New |
$575 - $645
|
4
$598
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
4+ 3.77% |
$575 - $645
|
110
$16.4K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
4New |
$575 - $645
|
4
$598
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
4+ 0.15% |
$575 - $645
|
2.7K
$404K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
4+ 36.36% |
$575 - $645
|
15
$2.24K
|
|
|
Aug 26, 2025
Q1 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
3New |
$431 - $484
|
3
$449
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
3New |
$431 - $484
|
3
$449
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 0.64% |
$288 - $323
|
313
$46.8K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
2New |
$288 - $323
|
2
$299
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
2+ 1.12% |
$288 - $323
|
181
$27.1K
|