Superior Planning, LLC’s Extra Space Storage EXR Stock Holding History

Superior Planning, LLC’s Portfolio EXR Stock Details EXR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.55K	Buy	+27	New	+$3.88K	﹤0.01%	1331

Other funds holding EXR

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return

Superior Planning, LLC's EXR Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Extra Space Storage (EXR) in Q3 2026: 27 shares worth $3.55K. The stake represents ﹤0.01% of the portfolio and ranks #1331 among its holdings.

554 funds tracked by Wall St. Rank hold EXR as of Q3 2026.

Superior Planning, LLC held 27 shares of Extra Space Storage worth $3.55K as of Q3 2026.
Extra Space Storage was a new Superior Planning, LLC position in Q3 2026.
Extra Space Storage made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1331 holding.
554 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.