EFP
EXR icon

Elser Financial Planning’s Extra Space Storage EXR Stock Holding History

Elser 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 		$224K Hold
1,543
– – 0.01% 119
2026
Q1 		$205K Buy
+1,543
New +$218K 0.01% 130
2025
Q1 		– Sell
-1,543
Closed -$231K – 85
2024
Q4 		$231K Buy
+1,543
New +$253K 0.01% 101
2024
Q3 		– Sell
-1,543
Closed -$240K – 85
2024
Q2 		$240K Buy
+1,543
New +$225K 0.04% 86

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

Elser Financial Planning's EXR Position: Q2 2026 in Review

Elser Financial Planning held its Extra Space Storage (EXR) position steady in Q2 2026 at 1,543 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #119.

Elser Financial Planning first reported a position in EXR in Q2 2024 and has held it in 4 quarters since. The position peaked at $240K in Q2 2024. 793 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Elser Financial Planning held 1,543 shares of Extra Space Storage worth $224K as of Q2 2026.
  • Elser Financial Planning left its Extra Space Storage share count unchanged in Q2 2026.
  • Extra Space Storage made up 0.01% of Elser Financial Planning's portfolio in Q2 2026, its #119 holding.
  • Elser Financial Planning first reported a position in Extra Space Storage in Q2 2024 and has held it in 4 quarters since.
  • Elser Financial Planning's Extra Space Storage position peaked at $240K in Q2 2024.
  • 793 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.