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Pinnacle Wealth Planning Services’s Extra Space Storage EXR Stock Holding History

Pinnacle Wealth Planning Services’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 		$49.5K Buy
341
+16
+5% +$2.29K ﹤0.01% 1278
2026
Q1 		$42.6K Buy
325
+224
+222% +$31.6K ﹤0.01% 1286
2025
Q4 		$13.2K Buy
+101
New +$13.8K ﹤0.01% 1902
2021
Q1 		– Sell
-38
Closed -$4K – 884
2020
Q4 		$4K Buy
+38
New +$4.33K ﹤0.01% 1722

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

Pinnacle Wealth Planning Services's EXR Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Extra Space Storage (EXR) stake by 4.9% in Q2 2026, buying an estimated $2.29K and bringing the position to 341 shares worth $49.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1278.

Pinnacle Wealth Planning Services first reported a position in EXR in Q4 2020 and has held it in 4 quarters since. 798 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Pinnacle Wealth Planning Services held 341 shares of Extra Space Storage worth $49.5K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 16 Extra Space Storage shares in Q2 2026, an estimated $2.29K.
  • Extra Space Storage made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1278 holding.
  • Pinnacle Wealth Planning Services first reported a position in Extra Space Storage in Q4 2020 and has held it in 4 quarters since.
  • 798 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.