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BFC Planning, Inc.’s Extra Space Storage EXR Stock Holding History

BFC 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 		$90.2K Buy
621
+159
+34% +$22.7K ﹤0.01% 1279
2026
Q1 		$60.6K Sell
462
-7
-1% -$987 ﹤0.01% 1272
2025
Q4 		$61.1K Sell
469
-61
-12% -$8.32K ﹤0.01% 1290
2025
Q3 		$74.7K Buy
530
+21
+4% +$3.02K 0.01% 1030
2025
Q2 		$75.1K Sell
509
-22
-4% -$3.2K 0.01% 985
2025
Q1 		$78.8K Sell
531
-66
-11% -$10K 0.01% 952
2024
Q4 		$89.3K Buy
+597
New +$97.9K 0.01% 915

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 $3.38T AUM 44.17% 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 $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BFC Planning, Inc.'s EXR Position: Q2 2026 in Review

BFC Planning, Inc. increased its Extra Space Storage (EXR) stake by 34% in Q2 2026, buying an estimated $22.7K and bringing the position to 621 shares worth $90.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1279.

BFC Planning, Inc. first reported a position in EXR in Q4 2024 and has held it in 7 quarters since. 806 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • BFC Planning, Inc. held 621 shares of Extra Space Storage worth $90.2K as of Q2 2026.
  • BFC Planning, Inc. bought 159 Extra Space Storage shares in Q2 2026, an estimated $22.7K.
  • Extra Space Storage made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1279 holding.
  • BFC Planning, Inc. first reported a position in Extra Space Storage in Q4 2024 and has held it in 7 quarters since.
  • 806 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.