CFD
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Creative Financial Designs’s Extra Space Storage EXR Stock Holding History

Creative Financial Designs’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
Q1 		$51.4K Buy
392
+67
+21% +$9.44K ﹤0.01% 888
2025
Q4 		$42.3K Buy
325
+92
+39% +$12.5K ﹤0.01% 919
2025
Q3 		$32.8K Buy
233
+61
+35% +$8.76K ﹤0.01% 991
2025
Q2 		$25.4K Buy
172
+54
+46% +$7.86K ﹤0.01% 1058
2025
Q1 		$17.5K Buy
118
+2
+2% +$303 ﹤0.01% 1118
2024
Q4 		$17.4K Buy
116
+81
+231% +$13.3K ﹤0.01% 1081
2024
Q3 		$6.31K Hold
35
– – ﹤0.01% 1322
2024
Q2 		$5.44K Hold
35
– – ﹤0.01% 1302
2024
Q1 		$5.14K Buy
+35
New +$5.1K ﹤0.01% 1302
2023
Q3 		– Sell
-154
Closed -$22.9K – 1520
2023
Q2 		$22.9K Buy
154
+66
+75% +$9.93K ﹤0.01% 817
2023
Q1 		$14.3K Buy
+88
New +$13.8K ﹤0.01% 883

Other funds holding EXR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Financial Designs's EXR Position: Q1 2026 in Review

Creative Financial Designs increased its Extra Space Storage (EXR) stake by 21% in Q1 2026, buying an estimated $9.44K and bringing the position to 392 shares worth $51.4K. The position accounts for ﹤0.01% of the portfolio, ranked #888.

Creative Financial Designs first reported a position in EXR in Q1 2023 and has held it in 11 quarters since. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

  • Creative Financial Designs held 392 shares of Extra Space Storage worth $51.4K as of Q1 2026.
  • Creative Financial Designs bought 67 Extra Space Storage shares in Q1 2026, an estimated $9.44K.
  • Extra Space Storage made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #888 holding.
  • Creative Financial Designs first reported a position in Extra Space Storage in Q1 2023 and has held it in 11 quarters since.
  • 763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.