Cornerstone Planning Group’s Extra Space Storage EXR Stock Holding History

Cornerstone Planning Group’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	$15.5K	Sell	107 -13	-11%	-$1.86K	﹤0.01%	750
2026 Q1	$16.8K	Buy	120 +36	+43%	+$5.08K	﹤0.01%	725
2025 Q4	$11.5K	Buy	84 +3	+4%	+$409	﹤0.01%	760
2025 Q3	$10.9K	Buy	81 +52	+179%	+$7.47K	﹤0.01%	754
2025 Q2	$4.02K	Buy	29 +9	+45%	+$1.31K	﹤0.01%	778
2025 Q1	$2.83K	Buy	20 +11	+122%	+$1.67K	﹤0.01%	899
2024 Q4	$1.4K	Sell	9 -2	-18%	-$328	﹤0.01%	885
2024 Q3	$1.82K	Buy	11 +2	+22%	+$338	﹤0.01%	787
2024 Q2	$1.43K	Buy	9 +2	+29%	+$292	﹤0.01%	863
2024 Q1	$994	Buy	7 +5	+250%	+$729	﹤0.01%	784
2023 Q4	$321	Hold	2	–	–	﹤0.01%	824
2023 Q3	$243	Buy	+2	New	+$268	﹤0.01%	1000
2022 Q4	$600	Buy	+4	New	+$639	﹤0.01%	1434

Other funds holding EXR

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

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

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cornerstone Planning Group's EXR Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Extra Space Storage (EXR) stake by 11% in Q2 2026, selling an estimated $1.86K and leaving 107 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #750.

Cornerstone Planning Group first reported a position in EXR in Q4 2022 and has held it in 13 quarters since. The position peaked at $16.8K in Q1 2026. 431 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

Cornerstone Planning Group held 107 shares of Extra Space Storage worth $15.5K as of Q2 2026.
Cornerstone Planning Group sold 13 Extra Space Storage shares in Q2 2026, an estimated $1.86K.
Extra Space Storage made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #750 holding.
Cornerstone Planning Group first reported a position in Extra Space Storage in Q4 2022 and has held it in 13 quarters since.
Cornerstone Planning Group's Extra Space Storage position peaked at $16.8K in Q1 2026.
431 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.