A detailed history of First Purpose Wealth LLC transactions in Extra Space Storage Inc. stock. As of the latest transaction made, First Purpose Wealth LLC holds 15,460 shares of EXR stock, worth $2.31 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares
15,460
Previous 15,575 0.74%
Holding current value
$2.31 Million
Previous $2.5 Million 9.01%
% of portfolio
0.83%
Previous 0.97%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024

SELL
$138.07 - $164.4 $15,878 - $18,906
-115 Reduced 0.74%
15,460 $2.27 Million
Q4 2023

Apr 22, 2024

SELL
$103.08 - $162.16 $42,365 - $66,647
-411 Reduced 2.57%
15,575 $2.5 Million
Q3 2023

Oct 30, 2023

SELL
$120.51 - $156.42 $3,735 - $4,849
-31 Reduced 0.19%
15,986 $1.94 Million
Q2 2023

Jul 21, 2023

SELL
$141.96 - $164.68 $15,757 - $18,279
-111 Reduced 0.69%
16,017 $2.38 Million
Q1 2023

May 03, 2023

SELL
$141.03 - $169.11 $7,897 - $9,470
-56 Reduced 0.35%
16,128 $2.63 Million
Q4 2022

Jan 26, 2023

BUY
$145.32 - $179.47 $267,243 - $330,045
1,839 Added 12.82%
16,184 $0
Q3 2022

Oct 24, 2022

SELL
$166.97 - $215.05 $268,654 - $346,015
-1,609 Reduced 10.09%
14,345 $2.48 Million
Q2 2022

Jul 25, 2022

BUY
$158.74 - $219.95 $350,497 - $485,649
2,208 Added 16.06%
15,954 $2.71 Million
Q1 2022

Apr 18, 2022

BUY
$185.28 - $221.59 $11,302 - $13,516
61 Added 0.45%
13,746 $2.83 Million
Q4 2021

Feb 24, 2022

BUY
$167.89 - $226.73 $2.3 Million - $3.1 Million
13,685 New
13,685 $3.1 Million

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
Track This Portfolio

Track First Purpose Wealth LLC Portfolio

Follow First Purpose Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of First Purpose Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on First Purpose Wealth LLC with notifications on news.