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Planning Strategies’s Extra Space Storage EXR Stock Holding History

Planning Strategies’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 		$1.31K Buy
+9
New +$1.29K ﹤0.01% 696

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Planning Strategies's EXR Position: Q2 2026 in Review

Planning Strategies opened a new position in Extra Space Storage (EXR) in Q2 2026: 9 shares worth $1.31K. The stake represents ﹤0.01% of the portfolio and ranks #696 among its holdings.

748 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Planning Strategies held 9 shares of Extra Space Storage worth $1.31K as of Q2 2026.
  • Extra Space Storage was a new Planning Strategies position in Q2 2026.
  • Extra Space Storage made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #696 holding.
  • 748 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.