UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in EXR — Extra Space Storage Inc.
CIK 1463217
IRVING, TX
Position in EXR
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,172,716
-$38,794 QoQ
Shares Held
8,071
-12.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#347
of 787 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXR Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $11,762,653 across 8 REIT - Industrial names. EXR ranks #3 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
49,776 | $6,743,154 | |
| 2 | PSA |
Public Storage
|
4,477 | $1,425,073 | |
| 3 | EXR |
Extra Space Storage Inc.
This page
|
8,071 | $1,172,716 | |
| 4 | EGP |
Eastgroup Properties Inc
|
4,401 | $891,334 | |
| 5 | LINE |
Lineage, Inc.
|
17,449 | $754,669 | |
| 6 | CUBE |
CubeSmart
|
7,328 | $291,434 | |
| 7 | FR |
First Industrial Realty Trust Inc
|
4,694 | $287,789 | |
| 8 | COLD |
Americold Realty Trust
|
12,499 | $196,484 |
All Filings in EXR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,172,716 | 8,071 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $1,211,510 | 9,239 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $986,937 | 7,579 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,186,432 | 8,418 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,301,158 | 8,825 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $1,332,994 | 8,977 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,339,368 | 8,953 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,763,519 | 9,787 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,407,703 | 9,058 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,309,917 | 8,911 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,455,155 | 9,076 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $980,785 | 8,067 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $931,652 | 6,259 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,056,926 | 6,487 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $1,033,792 | 7,024 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $1,432,111 | 8,292 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,516,619 | 8,915 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,955,872 | 9,513 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,250,521 | 9,926 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,630,510 | 9,706 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,571,033 | 9,590 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,176,116 | 8,873 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $996,743 | 8,603 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $1,241,084 | 11,600 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,156,287 | 12,518 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $1,144,906 | 11,956 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||