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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2020
Q3 2020
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-200Closed |
$19K - $22.5K
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
2.72KNew |
$259K - $305K
|
2.72K
$362K
|
|
|
Oct 13, 2020
Q3 2020
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-22.3KClosed |
$2.12M - $2.5M
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-39.5KClosed |
$3.23M - $4.13M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Bahl & Gaynor Inc
|
SELL
|
- |
-7.91KClosed |
$647K - $827K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-10.5KClosed |
$862K - $1.1M
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-5.39KClosed |
$441K - $563K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-2.39KClosed |
$196K - $250K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-2.32KClosed |
$190K - $243K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.62KClosed |
$132K - $169K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2Closed |
$164 - $209
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-40Closed |
$3.27K - $4.18K
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-55Closed |
$4.5K - $5.75K
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-6.43KClosed |
$526K - $672K
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jul 09, 2020
Q2 2020
|
Arden Trust CO
|
SELL
|
- |
-79Closed |
$6.46K - $8.26K
|
0
$0
|
|
|
Jul 09, 2020
Q2 2020
|
Clarus Wealth Advisors
|
SELL
|
- |
-6.37KClosed |
$521K - $666K
|
0
$0
|
|
|
Jul 08, 2020
Q2 2020
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-21.9KClosed |
$1.79M - $2.29M
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-1.86KClosed |
$152K - $194K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jun 05, 2020
Q1 2020
|
Telemus Capital, LLC
|
SELL
|
- |
-4.03KClosed |
$301K - $466K
|
0
$0
|
|
|
May 19, 2020
Q1 2020
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
115New |
$8.58K - $13.3K
|
115
$15.3K
|
|
|
May 15, 2020
Q1 2020
|
Jackson Square Capital, LLC
|
SELL
|
- |
-15Closed |
$1.12K - $1.73K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Js Capital Management LLC
New York, NY |
SELL
|
- |
-2KClosed |
$149K - $231K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-1.78KClosed |
$133K - $206K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Eventide Asset Management, LLC
Boston, MA |
SELL
|
- |
-110KClosed |
$8.21M - $12.7M
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-2.64KClosed |
$197K - $304K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Pinz Capital Management, LP
New York, NY |
SELL
|
- |
-22.1KClosed |
$1.65M - $2.55M
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Column Capital Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Bank Of The West
|
SELL
|
- |
-1.91KClosed |
$143K - $221K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-9Closed |
$671 - $1.04K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-21Closed |
$1.57K - $2.42K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-1.91KClosed |
$142K - $220K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
First Personal Financial Services
|
SELL
|
- |
-4Closed |
$298 - $462
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-14Closed |
$1.04K - $1.62K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-107Closed |
$7.98K - $12.4K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-8.62KClosed |
$643K - $995K
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-12Closed |
$895 - $1.39K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Nov 23, 2022
Q4 2019
|
Karani Asset Management LLC
New York, NY |
BUY
|
- |
9.53KNew |
$975K - $1.12M
|
9.53K
$1.27M
|
|
|
Mar 16, 2021
Q4 2019
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-3KClosed |
$307K - $352K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Eliot Finkel Investment Counsel, LLC
|
SELL
|
- |
-30.8KClosed |
$3.15M - $3.62M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Wolverine Asset Management LLC
|
SELL
|
PUT |
-35KClosed |
$3.58M - $4.11M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Centiva Capital, LP
New York, NY |
SELL
|
CALL |
-50KClosed |
$5.11M - $5.87M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
20.6KNew |
$2.1M - $2.42M
|
20.6K
$2.73M
|
|
|
Feb 12, 2020
Q4 2019
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-19.4KClosed |
$1.99M - $2.28M
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Bp PLC
|
SELL
|
- |
-13KClosed |
$1.33M - $1.53M
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Citizens Financial Group Inc
|
SELL
|
- |
-23Closed |
$2.35K - $2.7K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-6.37KClosed |
$651K - $748K
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Private Ocean, LLC
|
SELL
|
- |
-90Closed |
$9.21K - $10.6K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-288Closed |
$29.5K - $33.8K
|
0
$0
|
|
|
Jan 10, 2020
Q4 2019
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-7KClosed |
$716K - $822K
|
0
$0
|
|