Back to EXR
Creative Planning EXR Position History
Extra Space Storage Inc. • Real Estate
Quarters held
10
Latest value
$15.8M
Q3 2026
Peak value
$15.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.6M |
| Q3 2025 | $1M |
| Q4 2025 | $5.9M |
| Q4 2025 | $981K |
| Q1 2026 | $1M |
| Q1 2026 | $9.2M |
| Q2 2026 | $1.1M |
| Q2 2026 | $14.3M |
| Q3 2026 | $931K |
| Q3 2026 | $15.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $15.8M | 120.4K | — | — |
| Q3 2026 | $931K | 7.1K | — | — |
| Q2 2026 | $14.3M | 98.5K | — | — |
| Q2 2026 | $1.1M | 7.9K | — | — |
| Q1 2026 | $9.2M | 70.0K | — | — |
| Q1 2026 | $1M | 7.8K | — | — |
| Q4 2025 | $981K | 7.5K | — | — |
| Q4 2025 | $5.9M | 45.1K | — | — |
| Q3 2025 | $1M | 7.4K | — | — |
| Q3 2025 | $3.6M | 25.8K | — | — |
Other funds holding EXR
$4.9B
$4.9B
$4.5B
$4.2B
$2.4B
$2.2B