Planning Strategies
EXR icon

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
Q3 		$1.97K Buy
15
+6
+67% +$861 ﹤0.01% 639
2026
Q2 		$1.31K Buy
+9
New +$1.29K ﹤0.01% 696

Other funds holding EXR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 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
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Planning Strategies's EXR Position: Q3 2026 in Review

Planning Strategies increased its Extra Space Storage (EXR) stake by 67% in Q3 2026, buying an estimated $861 and bringing the position to 15 shares worth $1.97K. The position accounts for ﹤0.01% of the portfolio, ranked #639.

Planning Strategies first reported a position in EXR in Q2 2026 and has held it in 2 quarters since. 652 funds tracked by Wall St. Rank hold EXR as of Q3 2026.

  • Planning Strategies held 15 shares of Extra Space Storage worth $1.97K as of Q3 2026.
  • Planning Strategies bought 6 Extra Space Storage shares in Q3 2026, an estimated $861.
  • Extra Space Storage made up ﹤0.01% of Planning Strategies's portfolio in Q3 2026, its #639 holding.
  • Planning Strategies first reported a position in Extra Space Storage in Q2 2026 and has held it in 2 quarters since.
  • 652 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.