Extra Space Storage Inc.
US ˙ NYSE ˙ US30225T1025

SecurityEXR / Extra Space Storage Inc.
InstitutionCreative Planning
Latest Disclosed Ownership77,728 shares
Latest Disclosed Value $ 10,192,528
Creative Planning reports 47.70% increase in ownership of EXR / Extra Space Storage Inc.

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 77,728 shares of Extra Space Storage Inc. (US:EXR) valued at $10,192,473 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 52,627 shares of Extra Space Storage Inc.. This represents a change in shares of 47.70% during the quarter. The current value of the position is $11,118,213 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F EXTRA SPACE STORAGE COM 30225T102 77,728 25,101 47.70 10,193 48.72 0.0069
2026-02-17 2025-12-31 13F EXTRA SPACE STORAGE COM 30225T102 52,627 19,434 58.55 6,853 46.49 0.0049
2025-11-14 2025-09-30 13F EXTRA SPACE STORAGE COM 30225T102 33,193 8,409 33.93 4,678 28.02 0.0036
2025-08-08 2025-06-30 13F EXTRA SPACE STORAGE COM 30225T102 24,784 6,021 32.09 3,654 31.16 0.0031
2025-05-15 2025-03-31 13F EXTRA SPACE STORAGE COM 30225T102 18,763 3,021 19.19 2,786 18.30 0.0026
2025-02-14 2024-12-31 13F EXTRA SPACE STORAGE COM 30225T102 15,742 1,972 14.32 2,355 -5.08 0.0023
2024-10-11 2024-09-30 13F EXTRA SPACE STORAGE COM 30225T102 13,770 -14,085 -50.57 2,481 -42.68 0.0025
2024-08-15 2024-06-30 13F EXTRA SPACE STORAGE COM 30225T102 27,855 292 1.06 4,329 6.84 0.0046
2024-05-13 2024-03-31 13F EXTRA SPACE STORAGE COM 30225T102 27,563 667 2.48 4,052 -6.05 0.0045
2024-02-14 2023-12-31 13F EXTRA SPACE STORAGE COM 30225T102 26,896 4,001 17.48 4,312 54.94 0.0080
2023-11-16 2023-09-30 13F EXTRA SPACE STORAGE COM 30225T102 22,895 9,596 72.16 2,783 40.63 0.0037
2023-07-21 2023-06-30 13F EXTRA SPACE STORAGE COM 30225T102 13,299 2,583 24.10 1,980 13.34 0.0026
2023-05-15 2023-03-31 13F EXTRA SPACE STORAGE COM 30225T102 10,716 716 7.16 1,746 18.69 0.0025
2023-02-10 2022-12-31 13F EXTRA SPACE STORAGE COM 30225T102 10,000 1,931 23.93 1,472 5.52 0.0022
2022-11-03 2022-09-30 13F EXTRA SPACE STORAGE COM 30225T102 8,069 1,331 19.75 1,394 21.64 0.0024
2022-08-15 2022-06-30 13F EXTRA SPACE STORAGE COM 30225T102 6,738 1,097 19.45 1,146 -1.21 0.0019
2022-05-16 2022-03-31 13F EXTRA SPACE STORAGE COM 30225T102 5,641 413 7.90 1,160 -2.11 0.0018
2022-02-11 2021-12-31 13F EXTRA SPACE STORAGE COM 30225T102 5,228 282 5.70 1,185 42.60 0.0019
2021-11-10 2021-09-30 13F EXTRA SPACE STORAGE COM 30225T102 4,946 -162 -3.17 831 -0.72 0.0015
2021-08-04 2021-06-30 13F EXTRA SPACE STORAGE COM 30225T102 5,108 -804 -13.60 837 6.76 0.0015
2021-04-30 2021-03-31 13F CreativePlanning COM 30225T102 5,912 308 5.50 784 20.80 0.0016
2021-01-29 2020-12-31 13F EXTRA SPACE STORAGE COM 30225T102 5,604 240 4.47 649 13.07 0.0014
2020-11-05 2020-09-30 13F EXTRA SPACE STORAGE COM 30225T102 5,364 253 4.95 574 21.61 0.0015
2020-07-23 2020-06-30 13F EXTRA SPACE STORAGE COM 30225T102 5,111 244 5.01 472 1.29 0.0014
2020-05-05 2020-03-31 13F EXTRA SPACE STORAGE COM 30225T102 4,867 -275 -5.35 466 -14.18 0.0017
2020-01-30 2019-12-31 13F EXTRA SPACE STORAGE COM 30225T102 5,142 -12 -0.23 543 -9.80 0.0016
2019-11-01 2019-09-30 13F EXTRA SPACE STORAGE COM 30225T102 5,154 112 2.22 602 12.52 0.0020
2019-07-26 2019-06-30 13F EXTRA SPACE STORAGE COM 30225T102 5,042 -740 -12.80 535 -9.17 0.0018
2019-04-24 2019-03-31 13F EXTRA SPACE STORAGE COM 30225T102 5,782 -233 -3.87 589 8.27 0.0021
2019-02-12 2018-12-31 13F/A-1 EXTRA SPACE STORAGE COM 30225T102 6,015 -94 -1.54 544 2.84 0.0022
2019-02-01 2018-12-31 13F EXTRA SPACE STORAGE COM 30225T102 6,015 -94 544
2018-10-25 2018-09-30 13F EXTRA SPACE STORAGE COM 30225T102 6,109 99 1.65 529 -11.83 0.0020
2018-07-20 2018-06-30 13F EXTRA SPACE STORAGE COM 30225T102 6,010 -25 -0.41 600 13.85 0.0024
2018-04-18 2018-03-31 13F EXTRA SPACE STORAGE COM 30225T102 6,035 -139 -2.25 527 -2.41 0.0021
2018-01-17 2017-12-31 13F EXTRA SPACE STORAGE COM 30225T102 6,174 182 3.04 540 12.73 0.0023
2017-10-17 2017-09-30 13F EXTRA SPACE STORAGE COM 30225T102 5,992 80 1.35 479 3.90 0.0022
2017-07-12 2017-06-30 13F EXTRA SPACE STORAGE COM 30225T102 5,912 62 1.06 461 5.98 0.0023
2017-04-07 2017-03-31 13F EXTRA SPACE STORAGE COM 30225T102 5,850 697 13.53 435 9.30 0.0024
2017-01-09 2016-12-31 13F EXTRA SPACE STORAGE COM 30225T102 5,153 -6,037 -53.95 398 -55.23 0.0024
2016-10-12 2016-09-30 13F EXTRA SPACE STORAGE COM 30225T102 11,190 -1,992 -15.11 889 -27.13 0.0057
2016-07-12 2016-06-30 13F EXTRA SPACE STORAGE COM 30225T102 13,182 599 4.76 1,220 3.74 0.0088
2016-04-08 2016-03-31 13F EXTRA SPACE STORAGE COM 30225T102 12,583 11,728 1,371.70 1,176 1,468.00 0.0092
2016-01-11 2015-12-31 13F EXTRA SPACE STORAGE COM 30225T102 855 221 34.86 75 53.06 0.0006
2015-10-09 2015-09-30 13F EXTRA SPACE STORAGE COM 30225T102 634 634 0.00 49 0.0004
2015-07-09 2015-06-30 13F EXTRA SPACE STORAGE COM 30225T102 0 -689 -100.00 0 -100.00
2015-04-13 2015-03-31 13F EXTRA SPACE STORAGE COM 30225T102 689 689 0.00 47 0.0004
2015-01-29 2014-12-31 13F EXTRA SPACE STORAGE COM 30225T102 0 -419 -100.00 0 -100.00
2014-10-10 2014-09-30 13F EXTRA SPACE STORAGE COM 30225T102 419 0 0.00 22 0.00 0.0003
2014-08-20 2014-06-30 13F EXTRA SPACE STORAGE COM 30225T102 419 10 2.44 22 10.00 0.0003
2014-04-11 2014-03-31 13F EXTRA SPACE STORAGE COM 30225T102 409 10 2.51 20 17.65 0.0003
2014-01-06 2013-12-31 13F EXTRA SPACE STORAGE COM 30225T102 399 -762 -65.63 17 -67.92 0.0003
2013-10-10 2013-09-30 13F EXTRA SPACE STORAGE COM 30225T102 1,161 611 111.09 53 130.43 0.0011
2013-07-09 2013-06-30 13F EXTRA SPACE STORAGE COM 30225T102 550 550 23 0.0005
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.