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Planning Capital Management Corporation’s Extra Space Storage EXR Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		$181 Hold
1
– – ﹤0.01% 704
2024
Q2 		$156 Hold
1
– – ﹤0.01% 653
2024
Q1 		$147 Hold
1
– – ﹤0.01% 648
2023
Q4 		$161 Buy
+1
New +$127 ﹤0.01% 640

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
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Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Planning Capital Management Corporation's EXR Position: Q3 2024 in Review

Planning Capital Management Corporation held its Extra Space Storage (EXR) position steady in Q3 2024 at 1 share worth $181. The position accounts for ﹤0.01% of the portfolio, ranked #704.

Planning Capital Management Corporation first reported a position in EXR in Q4 2023 and has held it in 4 quarters since. 769 funds tracked by Wall St. Rank hold EXR as of Q3 2024.

  • Planning Capital Management Corporation held 1 share of Extra Space Storage worth $181 as of Q3 2024.
  • Planning Capital Management Corporation left its Extra Space Storage share count unchanged in Q3 2024.
  • Extra Space Storage made up ﹤0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #704 holding.
  • Planning Capital Management Corporation first reported a position in Extra Space Storage in Q4 2023 and has held it in 4 quarters since.
  • 769 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.