Creative Planning

Position in EXR — Extra Space Storage Inc.

CIK 1540235 OVERLAND PARK, KS

Position in EXR

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$10,192,472

+$3,339,385 QoQ

Shares Held

77,728

+47.7% QoQ

Ownership

0.037%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.7989296144296208.ToString("F0")% Shared 0.ToString("F0")% None 99.20107038557038.ToString("F0")%

Real Estate · as of Mar 31, 2026

Creative Planning holds $126,915,067 across 16 REIT - Industrial names. EXR ranks #3 (8.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLD	Prologis, Inc.	463,849	$61,311,559
2	EGP	Eastgroup Properties Inc	71,589	$13,250,408
3	EXR	Extra Space Storage Inc. This page	77,728	$10,192,472
4	REXR	Rexford Industrial Realty, Inc.	247,759	$8,109,152
5	PSA	Public Storage	26,146	$7,082,428
6	CUBE	CubeSmart	188,388	$6,904,420
7	STAG	STAG Industrial, Inc.	166,240	$5,994,614
8	FR	First Industrial Realty Trust Inc	60,194	$3,482,222

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$10,192,472	77,728	+47.7%	Shares	Defined	2026-05-12
2025-12-31	$6,853,087	52,627	+58.5%	Shares	Sole	2026-02-17
2025-09-30	$4,678,220	33,193	+33.9%	Shares	Defined	2025-11-14
2025-06-30	$3,654,152	24,784	+32.1%	Shares	Defined	2025-08-08
2025-03-31	$2,786,117	18,763	+19.2%	Shares	Sole	2025-05-15
2024-12-31	$2,355,002	15,742	+14.3%	Shares	Defined	2025-02-14
2024-09-30	$2,481,215	13,770	-50.6%	Shares	Defined	2024-10-11
2024-06-30	$4,328,941	27,855	+1.1%	Shares	Defined	2024-08-15
2024-03-31	$4,051,761	27,563	+2.5%	Shares	Sole	2024-05-13
2023-12-31	$4,312,235	26,896	+17.5%	Shares	Defined	2024-02-14
2023-09-30	$2,783,573	22,895	+72.2%	Shares	Defined	2023-11-16
2023-06-30	$1,979,555	13,299	+24.1%	Shares	Sole	2023-07-21
2023-03-31	$1,745,957	10,716	+7.2%	Shares	Sole	2023-05-15
2022-12-31	$1,471,800	10,000	+23.9%	Shares	Sole	2023-02-10
2022-09-30	$1,393,596	8,069	+19.8%	Shares	Sole	2022-11-03
2022-06-30	$1,146,268	6,738	+19.4%	Shares	Sole	2022-08-15
2022-03-31	$1,159,789	5,641	+7.9%	Shares	Sole	2022-05-16
2021-12-31	$1,185,344	5,228	+5.7%	Shares	Sole	2022-02-11
2021-09-30	$830,878	4,946	-3.2%	Shares	Sole	2021-11-10
2021-06-30	$836,792	5,108	-13.6%	Shares	Sole	2021-08-04
2021-03-31	$783,635	5,912	+5.5%	Shares	Sole	2021-04-30
2020-12-31	$649,279	5,604	+4.5%	Shares	Sole	2021-01-29
2020-09-30	$573,894	5,364	+5.0%	Shares	Sole	2020-11-05
2020-06-30	$472,103	5,111	+5.0%	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.