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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
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 $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

Pinnacle Wealth Planning Services's EXR Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Extra Space Storage (EXR) stake by 222% in Q1 2026, buying an estimated $31.6K and bringing the position to 325 shares worth $42.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1286.

Pinnacle Wealth Planning Services first reported a position in EXR in Q4 2020 and has held it in 3 quarters since. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

  • Pinnacle Wealth Planning Services held 325 shares of Extra Space Storage worth $42.6K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 224 Extra Space Storage shares in Q1 2026, an estimated $31.6K.
  • Extra Space Storage made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1286 holding.
  • Pinnacle Wealth Planning Services first reported a position in Extra Space Storage in Q4 2020 and has held it in 3 quarters since.
  • 763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.