Creative Planning Extra Space Storage Inc. Transaction History

Creative Planning

$129 Billion
Q3 2025

A detailed history of Creative Planning transactions in Extra Space Storage Inc. stock. As of the latest transaction made, Creative Planning holds 33,193 shares of EXR stock, worth $4.41 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

33,193

Previous 24,784 33.93%

Holding current value

$4.41 Million

Previous $3.65 Million 28.02%

% of portfolio

0.0%

Previous 0.0%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$134.36 - $152.88 $1.13 Million - $1.29 Million	8,409 Added 33.93%	33,193 $4.68 Million
Q2 2025 Aug 08, 2025	BUY	$126.61 - $152.99 $762,318 - $921,152	6,021 Added 32.09%	24,784 $3.65 Million
Q1 2025 May 15, 2025	BUY	$143.8 - $161.28 $434,419 - $487,226	3,021 Added 19.19%	18,763 $2.79 Million
Q4 2024 Feb 14, 2025	BUY	$142.35 - $178.32 $280,714 - $351,647	1,972 Added 14.32%	15,742 $2.36 Million
Q3 2024 Oct 11, 2024	SELL	$151.92 - $183.06 $2.14 Million - $2.58 Million	-14,085 Reduced 50.57%	13,770 $2.48 Million

Q2 2024 Aug 15, 2024	BUY	$132.46 - $159.33 $38,678 - $46,524	292 Added 1.06%	27,855 $4.33 Million
Q1 2024 May 10, 2024	BUY	$138.07 - $164.4 $92,092 - $109,654	667 Added 2.48%	27,563 $4.05 Million
Q4 2023 Feb 14, 2024	BUY	$103.08 - $162.16 $412,423 - $648,802	4,001 Added 17.48%	26,896 $4.31 Million
Q3 2023 Nov 16, 2023	BUY	$120.51 - $156.42 $1.16 Million - $1.5 Million	9,596 Added 72.16%	22,895 $2.78 Million
Q2 2023 Jul 21, 2023	BUY	$141.96 - $164.68 $366,682 - $425,368	2,583 Added 24.1%	13,299 $1.98 Million
Q1 2023 May 15, 2023	BUY	$141.03 - $169.11 $100,977 - $121,082	716 Added 7.16%	10,716 $1.75 Million
Q4 2022 Feb 10, 2023	BUY	$145.32 - $179.47 $280,612 - $346,556	1,931 Added 23.93%	10,000 $1.47 Million
Q3 2022 Nov 03, 2022	BUY	$166.97 - $215.05 $222,237 - $286,231	1,331 Added 19.75%	8,069 $1.39 Million
Q2 2022 Aug 15, 2022	BUY	$158.74 - $219.95 $174,137 - $241,285	1,097 Added 19.45%	6,738 $1.15 Million
Q1 2022 May 16, 2022	BUY	$185.28 - $221.59 $76,520 - $91,516	413 Added 7.9%	5,641 $1.16 Million
Q4 2021 Feb 11, 2022	BUY	$167.89 - $226.73 $47,344 - $63,937	282 Added 5.7%	5,228 $1.19 Million
Q3 2021 Nov 10, 2021	SELL	$164.91 - $193.71 $26,715 - $31,381	-162 Reduced 3.17%	4,946 $831,000
Q2 2021 Aug 04, 2021	SELL	$135.01 - $166.39 $108,548 - $133,777	-804 Reduced 13.6%	5,108 $837,000
Q1 2021 Apr 30, 2021	BUY	$108.71 - $133.95 $33,482 - $41,256	308 Added 5.5%	5,912 $784,000
Q4 2020 Jan 29, 2021	BUY	$106.92 - $118.66 $25,660 - $28,478	240 Added 4.47%	5,604 $649,000
Q3 2020 Nov 05, 2020	BUY	$95.08 - $112.29 $24,055 - $28,409	253 Added 4.95%	5,364 $574,000
Q2 2020 Jul 23, 2020	BUY	$81.81 - $104.56 $19,961 - $25,512	244 Added 5.01%	5,111 $472,000
Q1 2020 May 05, 2020	SELL	$74.61 - $115.43 $20,517 - $31,743	-275 Reduced 5.35%	4,867 $466,000
Q4 2019 Jan 30, 2020	SELL	$102.29 - $117.45 $1,227 - $1,409	-12 Reduced 0.23%	5,142 $543,000
Q3 2019 Nov 01, 2019	BUY	$105.71 - $123.52 $11,839 - $13,834	112 Added 2.22%	5,154 $602,000
Q2 2019 Jul 26, 2019	SELL	$99.24 - $109.73 $73,437 - $81,200	-740 Reduced 12.8%	5,042 $535,000
Q1 2019 Apr 24, 2019	SELL	$87.44 - $102.76 $20,373 - $23,943	-233 Reduced 3.87%	5,782 $589,000
Q4 2018 Feb 01, 2019	SELL	$84.61 - $99.82 $7,953 - $9,383	-94 Reduced 1.54%	6,015 $544,000
Q3 2018 Oct 25, 2018	BUY	$85.53 - $100.76 $8,467 - $9,975	99 Added 1.65%	6,109 $529,000
Q2 2018 Jul 20, 2018	SELL	$85.49 - $100.96 $2,137 - $2,524	-25 Reduced 0.41%	6,010 $600,000
Q1 2018 Apr 18, 2018	SELL	$77.56 - $88.19 $10,780 - $12,258	-139 Reduced 2.25%	6,035 $527,000
Q4 2017 Jan 17, 2018	BUY	$78.7 - $87.86 $14,323 - $15,990	182 Added 3.04%	6,174 $540,000
Q3 2017 Oct 17, 2017	BUY	$74.74 - $82.25 $447,842 - $492,842	5,992	5,992 $479,000

Others Institutions Holding EXR

# of Institutions

875

Shares Held

198M

Call Options Held

189K

Put Options Held

129K

View Full List

About Extra Space Storage Inc.

Ticker EXR
Exchange NYSE
Sector Real Estate
Industry REIT—Industrial
Shares Outstandng 133,912,000
Market Cap $17.8B
Description
Extra Space Storage Inc., headquartered in Salt Lake City, Utah, is a self-administered and self-managed REIT and a member of the S&P 500. As of September 30, 2020, the Company owned and/or operated 1,906 self-storage stores in 40 states, Washington, D.C. and Puerto Rico. The Company's stores comprise approximately 1.4 million units and appr...

More about EXR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Account

Creative Planning Extra Space Storage Inc. Transaction History