Purchases and Sales Made in Q4 2023 in Extra Space Storage Inc. (EXR)
This table provides information about the institutional ownership of Extra Space Storage Inc. (EXR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.29KNew |
$133K - $210K
|
1.29K
$199K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.29KNew |
$133K - $210K
|
1.29K
$199K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
1.28KNew |
$132K - $207K
|
1.28K
$197K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.27KNew |
$131K - $206K
|
1.27K
$196K
|
|
|
Feb 06, 2024
Q4 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.25KNew |
$129K - $203K
|
1.25K
$193K
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1.25KNew |
$129K - $203K
|
1.25K
$192K
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.16K+ 47.69% |
$119K - $187K
|
3.58K
$551K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.13K+ 3.55% |
$116K - $183K
|
32.9K
$5.06M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
1.06K+ 22.26% |
$110K - $172K
|
5.84K
$899K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.01K+ 12.51% |
$104K - $164K
|
9.08K
$1.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
1K+ 11.74% |
$103K - $163K
|
9.55K
$1.47M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
1K+ 23.67% |
$103K - $162K
|
5.23K
$805K
|
|
|
Feb 14, 2024
Q4 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1K+ 15.64% |
$103K - $162K
|
7.39K
$1.14M
|
|
|
Feb 05, 2024
Q4 2023
|
Auxano Advisors, LLC
|
BUY
|
- |
941+ 48.06% |
$97K - $153K
|
2.9K
$446K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
924New |
$95.2K - $150K
|
924
$142K
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
920+ 0.97% |
$94.8K - $149K
|
95.5K
$14.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
885+ 17.32% |
$91.2K - $144K
|
6K
$923K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
882New |
$90.9K - $143K
|
882
$136K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
850+ 30.3% |
$87.6K - $138K
|
3.66K
$563K
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
847+ 53.98% |
$87.3K - $137K
|
2.42K
$372K
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
845+ 30.16% |
$87.1K - $137K
|
3.65K
$562K
|
|
|
Feb 14, 2024
Q4 2023
|
Candriam S.C.A.
|
BUY
|
- |
837+ 9.28% |
$86.3K - $136K
|
9.86K
$1.52M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
826+ 46.12% |
$85.1K - $134K
|
2.62K
$403K
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
800+ 38.83% |
$82.5K - $130K
|
2.86K
$440K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
795New |
$81.9K - $129K
|
795
$122K
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
789+ 4.46% |
$81.3K - $128K
|
18.5K
$2.84M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
745+ 3.75% |
$76.8K - $121K
|
20.6K
$3.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
736+ 3.39% |
$75.9K - $119K
|
22.4K
$3.46M
|
|
|
Jan 23, 2024
Q4 2023
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
700+ 19.14% |
$72.2K - $114K
|
4.36K
$671K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
689+ 6.27% |
$71K - $112K
|
11.7K
$1.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
674+ 1.22% |
$69.5K - $109K
|
56.1K
$8.64M
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
654+ 12.74% |
$67.4K - $106K
|
5.79K
$891K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
642+ 20.56% |
$66.2K - $104K
|
3.77K
$580K
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
579+ 0.86% |
$59.7K - $93.9K
|
67.8K
$10.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
562New |
$57.9K - $91.1K
|
562
$86.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
540+ 16.26% |
$55.7K - $87.6K
|
3.86K
$595K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
527+ 51.21% |
$54.3K - $85.5K
|
1.56K
$240K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
496+ 158.97% |
$51.1K - $80.4K
|
808
$124K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
490+ 8.16% |
$50.5K - $79.5K
|
6.5K
$1M
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
489New |
$50.4K - $79.3K
|
489
$75.3K
|
|
|
Feb 01, 2024
Q4 2023
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
475+ 1.14% |
$49K - $77K
|
42K
$6.47M
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
444+ 1.63% |
$45.8K - $72K
|
27.7K
$4.27M
|
|
|
Jan 10, 2024
Q4 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
376+ 2.68% |
$38.8K - $61K
|
14.4K
$2.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
373+ 21.23% |
$38.4K - $60.5K
|
2.13K
$328K
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
356New |
$36.7K - $57.7K
|
356
$54.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
350+ 10.17% |
$36.1K - $56.8K
|
3.79K
$584K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
349+ 9.18% |
$36K - $56.6K
|
4.15K
$639K
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
339+ 1.35% |
$34.9K - $55K
|
25.5K
$3.93M
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
337+ 53.66% |
$34.7K - $54.6K
|
965
$149K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
335+ 0.76% |
$34.5K - $54.3K
|
44.5K
$6.85M
|