A detailed history of Creative Planning transactions in Extra Space Storage Inc. stock. As of the latest transaction made, Creative Planning holds 13,770 shares of EXR stock, worth $2.06 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13,770
Previous 27,855 50.57%
Holding current value
$2.06 Million
Previous $4.33 Million 42.68%
% of portfolio
0.0%
Previous 0.0%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

SELL
$151.92 - $183.06 $2.14 Million - $2.58 Million
-14,085 Reduced 50.57%
13,770 $2.48 Million
Q2 2024

Aug 15, 2024

BUY
$132.46 - $159.33 $38,678 - $46,524
292 Added 1.06%
27,855 $4.33 Million
Q1 2024

May 10, 2024

BUY
$138.07 - $164.4 $92,092 - $109,654
667 Added 2.48%
27,563 $4.05 Million
Q4 2023

Feb 14, 2024

BUY
$103.08 - $162.16 $412,423 - $648,802
4,001 Added 17.48%
26,896 $4.31 Million
Q3 2023

Nov 16, 2023

BUY
$120.51 - $156.42 $1.16 Million - $1.5 Million
9,596 Added 72.16%
22,895 $2.78 Million
Q2 2023

Jul 21, 2023

BUY
$141.96 - $164.68 $366,682 - $425,368
2,583 Added 24.1%
13,299 $1.98 Million
Q1 2023

May 15, 2023

BUY
$141.03 - $169.11 $100,977 - $121,082
716 Added 7.16%
10,716 $1.75 Million
Q4 2022

Feb 10, 2023

BUY
$145.32 - $179.47 $280,612 - $346,556
1,931 Added 23.93%
10,000 $1.47 Million
Q3 2022

Nov 03, 2022

BUY
$166.97 - $215.05 $222,237 - $286,231
1,331 Added 19.75%
8,069 $1.39 Million
Q2 2022

Aug 15, 2022

BUY
$158.74 - $219.95 $174,137 - $241,285
1,097 Added 19.45%
6,738 $1.15 Million
Q1 2022

May 16, 2022

BUY
$185.28 - $221.59 $76,520 - $91,516
413 Added 7.9%
5,641 $1.16 Million
Q4 2021

Feb 11, 2022

BUY
$167.89 - $226.73 $47,344 - $63,937
282 Added 5.7%
5,228 $1.19 Million
Q3 2021

Nov 10, 2021

SELL
$164.91 - $193.71 $26,715 - $31,381
-162 Reduced 3.17%
4,946 $831,000
Q2 2021

Aug 04, 2021

SELL
$135.01 - $166.39 $108,548 - $133,777
-804 Reduced 13.6%
5,108 $837,000
Q1 2021

Apr 30, 2021

BUY
$108.71 - $133.95 $33,482 - $41,256
308 Added 5.5%
5,912 $784,000
Q4 2020

Jan 29, 2021

BUY
$106.92 - $118.66 $25,660 - $28,478
240 Added 4.47%
5,604 $649,000
Q3 2020

Nov 05, 2020

BUY
$95.08 - $112.29 $24,055 - $28,409
253 Added 4.95%
5,364 $574,000
Q2 2020

Jul 23, 2020

BUY
$81.81 - $104.56 $19,961 - $25,512
244 Added 5.01%
5,111 $472,000
Q1 2020

May 05, 2020

SELL
$74.61 - $115.43 $20,517 - $31,743
-275 Reduced 5.35%
4,867 $466,000
Q4 2019

Jan 30, 2020

SELL
$102.29 - $117.45 $1,227 - $1,409
-12 Reduced 0.23%
5,142 $543,000
Q3 2019

Nov 01, 2019

BUY
$105.71 - $123.52 $11,839 - $13,834
112 Added 2.22%
5,154 $602,000
Q2 2019

Jul 26, 2019

SELL
$99.24 - $109.73 $73,437 - $81,200
-740 Reduced 12.8%
5,042 $535,000
Q1 2019

Apr 24, 2019

SELL
$87.44 - $102.76 $20,373 - $23,943
-233 Reduced 3.87%
5,782 $589,000
Q4 2018

Feb 01, 2019

SELL
$84.61 - $99.82 $7,953 - $9,383
-94 Reduced 1.54%
6,015 $544,000
Q3 2018

Oct 25, 2018

BUY
$85.53 - $100.76 $8,467 - $9,975
99 Added 1.65%
6,109 $529,000
Q2 2018

Jul 20, 2018

SELL
$85.49 - $100.96 $2,137 - $2,524
-25 Reduced 0.41%
6,010 $600,000
Q1 2018

Apr 18, 2018

SELL
$77.56 - $88.19 $10,780 - $12,258
-139 Reduced 2.25%
6,035 $527,000
Q4 2017

Jan 17, 2018

BUY
$78.7 - $87.86 $14,323 - $15,990
182 Added 3.04%
6,174 $540,000
Q3 2017

Oct 17, 2017

BUY
$74.74 - $82.25 $447,842 - $492,842
5,992
5,992 $479,000

Others Institutions Holding EXR

About Extra Space Storage Inc.


  • Ticker EXR
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Industrial
  • Shares Outstandng 133,912,000
  • Market Cap $20B
  • Description
  • Extra Space Storage Inc., headquartered in Salt Lake City, Utah, is a self-administered and self-managed REIT and a member of the S&P 500. As of September 30, 2020, the Company owned and/or operated 1,906 self-storage stores in 40 states, Washington, D.C. and Puerto Rico. The Company's stores comprise approximately 1.4 million units and appr...
More about EXR
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