Purchases and Sales Made in Q3 2023 in Extra Space Storage Inc. (EXR)
This table provides information about the institutional ownership of Extra Space Storage Inc. (EXR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.67KNew |
$322K - $418K
|
2.67K
$416K
|
|
|
Oct 19, 2023
Q3 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
2.64KNew |
$318K - $413K
|
2.64K
$412K
|
|
|
Oct 18, 2023
Q3 2023
|
Alta Capital Management LLC
|
BUY
|
- |
2.56K+ 19.72% |
$308K - $400K
|
15.5K
$2.42M
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
2.53K+ 58.87% |
$305K - $396K
|
6.84K
$1.07M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.5K+ 10.73% |
$301K - $391K
|
25.8K
$4.02M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.46KNew |
$297K - $385K
|
2.46K
$384K
|
|
|
Feb 15, 2024
Q3 2023
|
Kbc Group Nv
|
BUY
|
- |
2.44K+ 7.85% |
$294K - $381K
|
33.5K
$5.22M
|
|
|
Oct 20, 2023
Q3 2023
|
Delta Capital Management LLC
|
BUY
|
- |
2.42KNew |
$291K - $378K
|
2.42K
$377K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
2.41K+ 56.56% |
$290K - $377K
|
6.67K
$1.04M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.36KNew |
$285K - $369K
|
2.36K
$368K
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.35KNew |
$284K - $368K
|
2.35K
$367K
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
2.34KNew |
$282K - $366K
|
2.34K
$365K
|
|
|
Nov 09, 2023
Q3 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
2.33KNew |
$280K - $364K
|
2.33K
$363K
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.3KNew |
$277K - $360K
|
2.3K
$359K
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.26KNew |
$272K - $353K
|
2.26K
$352K
|
|
|
Nov 06, 2023
Q3 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
2.18KNew |
$262K - $340K
|
2.18K
$339K
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
2.16KNew |
$261K - $338K
|
2.16K
$337K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.16K+ 59.17% |
$261K - $338K
|
5.82K
$907K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
2.16KNew |
$260K - $338K
|
2.16K
$337K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
2.15K+ 0.05% |
$260K - $337K
|
4.22M
$658M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.13KNew |
$256K - $333K
|
2.13K
$332K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.06K+ 13.65% |
$249K - $323K
|
17.2K
$2.68M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.06K+ 589.43% |
$249K - $323K
|
2.41K
$376K
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
2.06KNew |
$248K - $322K
|
2.06K
$321K
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
2.06KNew |
$248K - $322K
|
2.06K
$321K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.05KNew |
$247K - $320K
|
2.05K
$319K
|
|
|
Nov 07, 2023
Q3 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
2.04KNew |
$246K - $319K
|
2.04K
$318K
|
|
|
Oct 25, 2023
Q3 2023
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
2K+ 7.81% |
$241K - $313K
|
27.6K
$4.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
BUY
|
- |
1.99KNew |
$239K - $311K
|
1.99K
$310K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.97K+ 34.48% |
$237K - $308K
|
7.67K
$1.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
BUY
|
- |
1.94K+ 137.78% |
$234K - $303K
|
3.35K
$522K
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
1.93KNew |
$232K - $301K
|
1.93K
$300K
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.87KNew |
$225K - $293K
|
1.87K
$292K
|
|
|
Nov 14, 2023
Q3 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
1.86KNew |
$224K - $290K
|
1.86K
$289K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.84KNew |
$222K - $288K
|
1.84K
$287K
|
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.84K+ 59.77% |
$221K - $287K
|
4.91K
$765K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.83K+ 9.7% |
$221K - $287K
|
20.7K
$3.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
1.82K+ 24.0% |
$220K - $285K
|
9.42K
$1.47M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.81K+ 28.89% |
$218K - $283K
|
8.07K
$1.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.81K+ 27.39% |
$218K - $282K
|
8.4K
$1.31M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.76K+ 43.38% |
$212K - $275K
|
5.82K
$907K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.76KNew |
$212K - $275K
|
1.76K
$274K
|
|
|
Oct 20, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
1.75KNew |
$210K - $273K
|
1.75K
$272K
|
|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.71K+ 601.05% |
$206K - $268K
|
2K
$312K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.71KNew |
$206K - $268K
|
1.71K
$267K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.68K+ 2.66% |
$203K - $263K
|
64.8K
$10.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
1.68KNew |
$202K - $262K
|
1.68K
$262K
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.68K+ 23.63% |
$202K - $262K
|
8.76K
$1.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.67KNew |
$201K - $261K
|
1.67K
$261K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.66KNew |
$200K - $260K
|
1.66K
$259K
|