Latest Institutional Transactions on Extra Space Storage Inc. (EXR)
This table provides information on the latest institutional transactions involving Extra Space Storage Inc. (EXR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
36+ 360.0% |
$5.18K - $5.81K
|
46
$6.49K
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
73+ 8.48% |
$10.5K - $11.8K
|
934
$132K
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-150- 5.27% |
$21.6K - $24.2K
|
2.7K
$380K
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
290+ 18.52% |
$41.7K - $46.8K
|
1.86K
$262K
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-7- 25.93% |
$1.01K - $1.13K
|
20
$2.82K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
219+ 3.82% |
$31.5K - $35.3K
|
5.95K
$840K
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
14New |
$2.01K - $2.26K
|
14
$1.98K
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
638+ 37.51% |
$91.7K - $103K
|
2.34K
$330K
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
474+ 21.45% |
$68.2K - $76.4K
|
2.68K
$379K
|
|
Apr 16, 2025
Q1 2025
|
Delta Capital Management LLC
|
SELL
|
- |
-50- 2.01% |
$7.19K - $8.06K
|
2.44K
$344K
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-649- 67.82% |
$93.3K - $105K
|
308
$43.5K
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.96K+ 44.56% |
$1M - $1.12M
|
22.6K
$3.19M
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
52+ 5.41% |
$7.48K - $8.39K
|
1.01K
$143K
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
22New |
$3.16K - $3.55K
|
22
$3.11K
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-15- 1.65% |
$2.16K - $2.42K
|
896
$126K
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-614- 7.22% |
$88.3K - $99K
|
7.89K
$1.11M
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
375+ 3.4% |
$53.9K - $60.5K
|
11.4K
$1.61M
|
|
Apr 16, 2025
Q1 2025
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
71K+ 55.64% |
$10.2M - $11.4M
|
199K
$28M
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
269K+ 148.33% |
$38.7M - $43.4M
|
451K
$63.6M
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-4.57K- 3.41% |
$658K - $738K
|
130K
$18.3M
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
262+ 19.25% |
$37.7K - $42.3K
|
1.62K
$229K
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-334- 9.14% |
$48K - $53.9K
|
3.32K
$469K
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
857New |
$123K - $138K
|
857
$121K
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
9.22K+ 3.2% |
$1.33M - $1.49M
|
297K
$42M
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-445- 11.28% |
$64K - $71.8K
|
3.5K
$494K
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-9- 5.26% |
$1.29K - $1.45K
|
162
$22.9K
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
2.4K+ 25.4% |
$345K - $387K
|
11.8K
$1.67M
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.04K- 9.87% |
$150K - $168K
|
9.5K
$1.34M
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-10- 14.29% |
$1.44K - $1.61K
|
60
$8.47K
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-10- 0.57% |
$1.44K - $1.61K
|
1.76K
$248K
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-89- 10.71% |
$12.8K - $14.4K
|
742
$105K
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-205- 4.8% |
$29.5K - $33.1K
|
4.07K
$574K
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-406- 7.9% |
$58.4K - $65.5K
|
4.73K
$668K
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-442- 20.21% |
$63.6K - $71.3K
|
1.75K
$246K
|
|
Apr 14, 2025
Q1 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-1.3K- 14.48% |
$187K - $210K
|
7.68K
$1.08M
|
|
Apr 14, 2025
Q1 2025
|
Vert Asset Management LLC
Sausalito, CA |
BUY
|
- |
5.8K+ 6.2% |
$834K - $935K
|
99.3K
$14M
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
229+ 2.39% |
$32.9K - $36.9K
|
9.8K
$1.38M
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
84+ 1050.0% |
$12.1K - $13.5K
|
92
$13K
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
6.89K+ 93.38% |
$991K - $1.11M
|
14.3K
$2.01M
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
286+ 24.28% |
$41.1K - $46.1K
|
1.46K
$207K
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
200+ 11.29% |
$28.8K - $32.3K
|
1.97K
$278K
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-1.32K- 21.25% |
$190K - $213K
|
4.9K
$692K
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-739- 2.22% |
$106K - $119K
|
32.5K
$4.59M
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-14- 5.17% |
$2.01K - $2.26K
|
257
$36.3K
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
SELL
|
- |
-865- 11.96% |
$124K - $140K
|
6.37K
$899K
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-429K- 99.33% |
$61.6M - $69.1M
|
2.91K
$410K
|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-600- 5.71% |
$86.3K - $96.8K
|
9.9K
$1.4M
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-4- 57.14% |
$575 - $645
|
3
$424
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1- 2.5% |
$144 - $161
|
39
$5.51K
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
SELL
|
- |
-465- 4.32% |
$66.9K - $75K
|
10.3K
$1.45M
|