WHALEROCK POINT PARTNERS, LLC
Position in EXR — Extra Space Storage Inc.
CIK 1389709
West Palm Beach, FL
Position in EXR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$761,953
+$74,308 QoQ
Shares Held
5,244
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#393
of 785 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXR Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026WHALEROCK POINT PARTNERS, LLC holds $1,113,685 across 2 REIT - Industrial names. EXR ranks #1 (68.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXR |
Extra Space Storage Inc.
This page
|
5,244 | $761,953 | |
| 2 | PSA |
Public Storage
|
1,105 | $351,732 |
All Filings in EXR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $761,953 | 5,244 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $687,645 | 5,244 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $682,873 | 5,244 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $739,089 | 5,244 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $773,175 | 5,244 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $778,681 | 5,244 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $784,502 | 5,244 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $944,916 | 5,244 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,149,101 | 7,394 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,086,918 | 7,394 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,185,480 | 7,394 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $777,382 | 6,394 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $505,196 | 3,394 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $362,519 | 2,225 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $327,475 | 2,225 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $384,279 | 2,225 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $378,517 | 2,225 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $457,460 | 2,225 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $504,474 | 2,225 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $373,777 | 2,225 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $364,499 | 2,225 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $294,923 | 2,225 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $257,788 | 2,225 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $25,463 | 238 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $205,523 | 2,225 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $213,066 | 2,225 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||