J.W. COLE ADVISORS, INC.

Position in EXR — Extra Space Storage Inc.

CIK 1404763 TAMPA, FL

Position in EXR

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$599,653

-$51,145 QoQ

Shares Held

4,127

-16.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#423

of 787 holders

Holding Since

Sep 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

J.W. COLE ADVISORS, INC. holds $5,193,042 across 5 REIT - Industrial names. EXR ranks #4 (11.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLD	Prologis, Inc.	13,794	$1,868,673
2	PSA	Public Storage	4,411	$1,404,065
3	EGP	Eastgroup Properties Inc	4,046	$819,436
4	EXR	Extra Space Storage Inc. This page	4,127	$599,653
5	SMA	SmartStop Self Storage REIT, Inc.	15,422	$501,215

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$599,653	4,127	-16.8%	Shares	Sole	2026-07-21
2026-03-31	$650,798	4,963	+0.3%	Shares	Sole	2026-04-23
2025-12-31	$644,458	4,949	-0.5%	Shares	Sole	2026-02-11
2025-09-30	$700,894	4,973	+2.9%	Shares	Sole	2025-11-05
2025-06-30	$712,282	4,831	+3.2%	Shares	Sole	2025-08-12
2025-03-31	$695,081	4,681	+157.2%	Shares	Sole	2025-05-05
2023-09-30	$221,275	1,820	-31.9%	Shares	Sole	2023-10-24
2023-06-30	$397,578	2,671	-7.3%	Shares	Sole	2023-07-27
2023-03-31	$469,564	2,882	-14.8%	Shares	Sole	2023-05-03
2022-12-31	$497,909	3,383	-6.8%	Shares	Sole	2023-02-14
2022-09-30	$626,937	3,630	-0.8%	Shares	Sole	2022-10-31
2022-06-30	$622,298	3,658	+10.9%	Shares	Sole	2022-07-27
2022-03-31	$678,068	3,298	+34.6%	Shares	Sole	2022-06-10
2021-12-31	$555,488	2,450	-33.6%	Shares	Sole	2022-01-25
2020-09-30	$394,579	3,688	—	Shares	Sole	2020-11-05
No filing history on record for this holder in this stock.