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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

EXR holding history

Extra Space Storage Inc. in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EXR overviewAll 13F holders of EXRFull Q2 2026 holdings

Shares (Q2 2026)
106,441
Value
$15.5M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of EXR by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026106,441$15.5M<0.1%+28,713+36.9%AddedHolders
Q1 202677,728$10.2M<0.1%+25,101+47.7%AddedHolders
Q4 202552,627$6.85M<0.1%+19,434+58.5%AddedHolders
Q3 202533,193$4.68M<0.1%+8,409+33.9%AddedHolders
Q2 202524,784$3.65M<0.1%+6,021+32.1%AddedHolders
Q1 202518,763$2.79M<0.1%+3,021+19.2%AddedHolders
Q4 202415,742$2.36M<0.1%+1,972+14.3%AddedHolders
Q3 202413,770$2.48M<0.1%−14,085−50.6%ReducedHolders
Q2 202427,855$4.33M<0.1%+292+1.1%AddedHolders
Q1 202427,563$4.05M<0.1%+667+2.5%AddedHolders
Q4 202326,896$4.31M<0.1%+4,001+17.5%AddedHolders
Q3 202322,895$2.78M<0.1%+9,596+72.2%AddedHolders
Q2 202313,299$1.98M<0.1%+2,583+24.1%AddedHolders
Q1 202310,716$1.75M<0.1%+716+7.2%AddedHolders
Q4 202210,000$1.47M<0.1%+1,931+23.9%AddedHolders
Q3 20228,069$1.39M<0.1%+1,331+19.8%AddedHolders
Q2 20226,738$1.15M<0.1%+1,097+19.4%AddedHolders
Q1 20225,641$1.16M<0.1%+413+7.9%AddedHolders
Q4 20215,228$1.19M<0.1%+282+5.7%AddedHolders
Q3 20214,946$831.0K<0.1%−162−3.2%ReducedHolders
Q2 20215,108$837.0K<0.1%−804−13.6%ReducedHolders
Q1 20215,912$784.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.