Position in EXR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$15,465,877
+$5,273,405 QoQ
Shares Held
106,441
+36.9% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#137
of 793 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in EXR Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Creative Planning holds $164,482,152 across 16 REIT - Industrial names. EXR ranks #3 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
505,797 | $68,520,319 | |
| 2 | EGP |
Eastgroup Properties Inc
|
102,168 | $20,692,084 | |
| 3 | EXR |
Extra Space Storage Inc.
This page
|
106,441 | $15,465,877 | |
| 4 | CUBE |
CubeSmart
|
335,484 | $13,342,198 | |
| 5 | REXR |
Rexford Industrial Realty, Inc.
|
397,262 | $13,308,276 | |
| 6 | PSA |
Public Storage
|
30,471 | $9,699,223 | |
| 7 | FR |
First Industrial Realty Trust Inc
|
111,635 | $6,844,341 | |
| 8 | LINE |
Lineage, Inc.
|
121,162 | $5,240,256 |
All Filings in EXR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,465,877 | 106,441 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $10,192,472 | 77,728 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $6,853,087 | 52,627 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,678,220 | 33,193 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,654,152 | 24,784 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $2,786,117 | 18,763 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,355,002 | 15,742 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,481,215 | 13,770 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $4,328,941 | 27,855 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $4,051,761 | 27,563 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,312,235 | 26,896 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,783,573 | 22,895 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $1,979,555 | 13,299 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,745,957 | 10,716 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,471,800 | 10,000 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,393,596 | 8,069 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,146,268 | 6,738 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,159,789 | 5,641 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,185,344 | 5,228 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $830,878 | 4,946 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $836,792 | 5,108 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $783,635 | 5,912 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $649,279 | 5,604 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $573,894 | 5,364 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $472,103 | 5,111 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $466,063 | 4,867 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||