Action Point Financial Planning’s Extra Space Storage EXR Stock Holding History

Action Point Financial Planning’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 Q2	$2.62K	Buy	+18	New	+$2.57K	﹤0.01%	2123

Other funds holding EXR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Action Point Financial Planning's EXR Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Extra Space Storage (EXR) in Q2 2026: 18 shares worth $2.62K. The stake represents ﹤0.01% of the portfolio and ranks #2123 among its holdings.

791 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

Action Point Financial Planning held 18 shares of Extra Space Storage worth $2.62K as of Q2 2026.
Extra Space Storage was a new Action Point Financial Planning position in Q2 2026.
Extra Space Storage made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2123 holding.
791 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.