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Asset Planning Inc’s Extra Space Storage EXR Stock Holding History

Asset Planning Inc’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 		$50.9K Hold
350
– – 0.03% 157
2026
Q1 		$45.9K Hold
350
– – 0.03% 155
2025
Q4 		$45.6K Hold
350
– – 0.03% 152
2025
Q3 		$49.3K Hold
350
– – 0.04% 149
2025
Q2 		$51.6K Hold
350
– – 0.04% 145
2025
Q1 		$52K Hold
350
– – 0.04% 142
2024
Q4 		$52.4K Buy
+350
New +$57.4K 0.04% 144

Other funds holding EXR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Asset Planning Inc's EXR Position: Q2 2026 in Review

Asset Planning Inc held its Extra Space Storage (EXR) position steady in Q2 2026 at 350 shares worth $50.9K. The position accounts for 0.03% of the portfolio, ranked #157.

Asset Planning Inc first reported a position in EXR in Q4 2024 and has held it in 7 quarters since. The position peaked at $52.4K in Q4 2024. 798 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Asset Planning Inc held 350 shares of Extra Space Storage worth $50.9K as of Q2 2026.
  • Asset Planning Inc left its Extra Space Storage share count unchanged in Q2 2026.
  • Extra Space Storage made up 0.03% of Asset Planning Inc's portfolio in Q2 2026, its #157 holding.
  • Asset Planning Inc first reported a position in Extra Space Storage in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's Extra Space Storage position peaked at $52.4K in Q4 2024.
  • 798 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.