Creative Planning’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.2M | Buy |
77,728
+25,101
| +48% | +$3.54M | 0.01% | 683 |
|
|
2025
Q4 | $6.85M | Buy |
52,627
+19,434
| +59% | +$2.65M | ﹤0.01% | 801 |
|
|
2025
Q3 | $4.68M | Buy |
33,193
+8,409
| +34% | +$1.21M | ﹤0.01% | 929 |
|
|
2025
Q2 | $3.65M | Buy |
24,784
+6,021
| +32% | +$876K | ﹤0.01% | 922 |
|
|
2025
Q1 | $2.79M | Buy |
18,763
+3,021
| +19% | +$458K | ﹤0.01% | 979 |
|
|
2024
Q4 | $2.36M | Buy |
15,742
+1,972
| +14% | +$323K | ﹤0.01% | 1031 |
|
|
2024
Q3 | $2.48M | Sell |
13,770
-14,085
| -51% | -$2.38M | ﹤0.01% | 953 |
|
|
2024
Q2 | $4.33M | Buy |
27,855
+292
| +1% | +$42.6K | ﹤0.01% | 678 |
|
|
2024
Q1 | $4.05M | Buy |
27,563
+667
| +2% | +$97.2K | ﹤0.01% | 682 |
|
|
2023
Q4 | $4.31M | Buy |
26,896
+4,001
| +17% | +$509K | 0.01% | 606 |
|
|
2023
Q3 | $2.78M | Buy |
22,895
+9,596
| +72% | +$1.29M | ﹤0.01% | 717 |
|
|
2023
Q2 | $1.98M | Buy |
13,299
+2,583
| +24% | +$389K | ﹤0.01% | 821 |
|
|
2023
Q1 | $1.75M | Buy |
10,716
+716
| +7% | +$113K | ﹤0.01% | 828 |
|
|
2022
Q4 | $1.47M | Buy |
10,000
+1,931
| +24% | +$309K | ﹤0.01% | 854 |
|
|
2022
Q3 | $1.39M | Buy |
8,069
+1,331
| +20% | +$252K | ﹤0.01% | 816 |
|
|
2022
Q2 | $1.15M | Buy |
6,738
+1,097
| +19% | +$203K | ﹤0.01% | 917 |
|
|
2022
Q1 | $1.16M | Buy |
5,641
+413
| +8% | +$82.1K | ﹤0.01% | 919 |
|
|
2021
Q4 | $1.19M | Buy |
5,228
+282
| +6% | +$55.9K | ﹤0.01% | 880 |
|
|
2021
Q3 | $831K | Sell |
4,946
-162
| -3% | -$28.6K | ﹤0.01% | 1038 |
|
|
2021
Q2 | $837K | Sell |
5,108
-804
| -14% | -$120K | ﹤0.01% | 1014 |
|
|
2021
Q1 | $784K | Buy |
5,912
+308
| +5% | +$37.3K | ﹤0.01% | 1177 |
|
|
2020
Q4 | $649K | Buy |
5,604
+240
| +4% | +$27.3K | ﹤0.01% | 1167 |
|
|
2020
Q3 | $574K | Buy |
5,364
+253
| +5% | +$26.1K | ﹤0.01% | 1066 |
|
|
2020
Q2 | $472K | Buy |
5,111
+244
| +5% | +$22.7K | ﹤0.01% | 1063 |
|
|
2020
Q1 | $466K | Sell |
4,867
-275
| -5% | -$28.6K | ﹤0.01% | 978 |
|
|
2019
Q4 | $543K | Sell |
5,142
-12
| -0.2% | -$1.31K | ﹤0.01% | 1064 |
|
|
2019
Q3 | $602K | Buy |
5,154
+112
| +2% | +$13K | ﹤0.01% | 966 |
|
|
2019
Q2 | $535K | Sell |
5,042
-740
| -13% | -$77.7K | ﹤0.01% | 1040 |
|
|
2019
Q1 | $589K | Sell |
5,782
-233
| -4% | -$22.4K | ﹤0.01% | 953 |
|
|
2018
Q4 | $544K | Sell |
6,015
-94
| -2% | -$8.55K | ﹤0.01% | 924 |
|
|
2018
Q3 | $529K | Buy |
6,109
+99
| +2% | +$9.19K | ﹤0.01% | 1047 |
|
|
2018
Q2 | $600K | Sell |
6,010
-25
| -0.4% | -$2.33K | ﹤0.01% | 975 |
|
|
2018
Q1 | $527K | Sell |
6,035
-139
| -2% | -$11.7K | ﹤0.01% | 1056 |
|
|
2017
Q4 | $540K | Buy |
6,174
+182
| +3% | +$15.3K | ﹤0.01% | 1032 |
|
|
2017
Q3 | $479K | Buy |
5,992
+80
| +1% | +$6.23K | ﹤0.01% | 1075 |
|
|
2017
Q2 | $461K | Buy |
5,912
+62
| +1% | +$4.75K | ﹤0.01% | 1056 |
|
|
2017
Q1 | $435K | Buy |
5,850
+697
| +14% | +$52.6K | ﹤0.01% | 1061 |
|
|
2016
Q4 | $398K | Sell |
5,153
-6,037
| -54% | -$444K | ﹤0.01% | 1035 |
|
|
2016
Q3 | $889K | Sell |
11,190
-1,992
| -15% | -$168K | 0.01% | 641 |
|
|
2016
Q2 | $1.22M | Buy |
13,182
+599
| +5% | +$54.1K | 0.01% | 459 |
|
|
2016
Q1 | $1.18M | Buy |
12,583
+11,728
| +1,372% | +$1.02M | 0.01% | 453 |
|
|
2015
Q4 | $75K | Buy |
855
+221
| +35% | +$18.2K | ﹤0.01% | 1808 |
|
|
2015
Q3 | $49K | Buy |
+634
| New | +$46.4K | ﹤0.01% | 2052 |
|
|
2015
Q2 | – | Sell |
-689
| Closed | -$47K | – | 1701 |
|
|
2015
Q1 | $47K | Buy |
689
+130
| +23% | +$8.53K | ﹤0.01% | 2068 |
|
|
2014
Q4 | $33K | Buy |
559
+140
| +33% | +$8.02K | ﹤0.01% | 2275 |
|
|
2014
Q3 | $22K | Hold |
419
| – | – | ﹤0.01% | 2478 |
|
|
2014
Q2 | $22K | Buy |
419
+10
| +2% | +$516 | ﹤0.01% | 2427 |
|
|
2014
Q1 | $20K | Buy |
409
+10
| +3% | +$463 | ﹤0.01% | 2366 |
|
|
2013
Q4 | $17K | Sell |
399
-762
| -66% | -$33.6K | ﹤0.01% | 2280 |
|
|
2013
Q3 | $53K | Buy |
1,161
+611
| +111% | +$26.5K | ﹤0.01% | 1472 |
|
|
2013
Q2 | $23K | Buy |
+550
| New | +$23.3K | ﹤0.01% | 1839 |
|
Other funds holding EXR
VPM
VCM
Creative Planning's EXR Position: Q1 2026 in Review
Creative Planning increased its Extra Space Storage (EXR) stake by 48% in Q1 2026, buying an estimated $3.54M and bringing the position to 77,728 shares worth $10.2M. The position accounts for 0.01% of the portfolio, ranked #683.
Creative Planning first reported a position in EXR in Q2 2013 and has held it in 51 quarters since. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.
- Creative Planning held 77,728 shares of Extra Space Storage worth $10.2M as of Q1 2026.
- Creative Planning bought 25,101 Extra Space Storage shares in Q1 2026, an estimated $3.54M.
- Extra Space Storage made up 0.01% of Creative Planning's portfolio in Q1 2026, its #683 holding.
- Creative Planning first reported a position in Extra Space Storage in Q2 2013 and has held it in 51 quarters since.
- 763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.