SPC
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Sigma Planning Corp’s Extra Space Storage EXR Stock Holding History

Sigma Planning Corp’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 		– Sell
-1,958
Closed -$255K – 1348
2025
Q4 		$255K Sell
1,958
-22
-1% -$3K 0.01% 1104
2025
Q3 		$279K Buy
1,980
+593
+43% +$85.2K 0.01% 1057
2025
Q2 		$205K Sell
1,387
-122
-8% -$17.8K 0.01% 1171
2025
Q1 		$224K Buy
1,509
+7
+0.5% +$1.06K 0.01% 1079
2024
Q4 		$225K Sell
1,502
-143
-9% -$23.4K 0.01% 1043
2024
Q3 		$296K Sell
1,645
-77
-4% -$13K 0.01% 957
2024
Q2 		$268K Sell
1,722
-124
-7% -$18.1K 0.01% 969
2024
Q1 		$271K Buy
+1,846
New +$269K 0.01% 1002
2022
Q3 		– Sell
-1,288
Closed -$219K – 1286
2022
Q2 		$219K Sell
1,288
-1,770
-58% -$328K 0.01% 1127
2022
Q1 		$629K Buy
3,058
+1,151
+60% +$229K 0.02% 743
2021
Q4 		$433K Sell
1,907
-103
-5% -$20.4K 0.01% 911
2021
Q3 		$338K Buy
2,010
+559
+39% +$98.8K 0.01% 996
2021
Q2 		$238K Buy
+1,451
New +$217K 0.01% 1202
2019
Q4 		– Sell
-1,903
Closed -$222K – 1066
2019
Q3 		$222K Buy
+1,903
New +$220K 0.01% 881
2015
Q1 		– Sell
-9,504
Closed -$557K – 761
2014
Q4 		$557K Buy
+9,504
New +$545K 0.07% 313

Other funds holding EXR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Sigma Planning Corp's EXR Position: Q1 2026 in Review

Sigma Planning Corp sold out of Extra Space Storage (EXR) in Q1 2026, closing a stake of 1,958 shares — an estimated $255K sold.

Sigma Planning Corp first reported a position in EXR in Q4 2014 and held it in 15 quarters. The position peaked at $629K in Q1 2022. 765 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

  • Sigma Planning Corp reported no remaining Extra Space Storage position as of Q1 2026 after selling out during the quarter.
  • Sigma Planning Corp sold 1,958 Extra Space Storage shares in Q1 2026, an estimated $255K.
  • Sigma Planning Corp first reported a position in Extra Space Storage in Q4 2014 and held it in 15 quarters.
  • Sigma Planning Corp's Extra Space Storage position peaked at $629K in Q1 2022.
  • 765 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.