Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in EXR — Extra Space Storage Inc.
CIK 1510434
Seattle, WA
Position in EXR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$401,027
-$186,697 QoQ
Shares Held
2,760
-38.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#470
of 792 holders
Holding Since
Mar 2020
21 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, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $5,410,227 across 7 REIT - Industrial names. EXR ranks #5 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
12,351 | $1,673,189 | |
| 2 | EGP |
Eastgroup Properties Inc
|
5,541 | $1,122,218 | |
| 3 | FR |
First Industrial Realty Trust Inc
|
14,112 | $865,205 | |
| 4 | PSA |
Public Storage
|
2,163 | $688,504 | |
| 5 | EXR |
Extra Space Storage Inc.
This page
|
2,760 | $401,027 | |
| 6 | CUBE |
CubeSmart
|
9,846 | $391,575 | |
| 7 | 6,038 | $268,509 |
All Filings in EXR
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $401,027 | 2,760 | Shares | Other | 2026-07-15 | |
| 2026-03-31 | $587,724 | 4,482 | Shares | Other | 2026-05-04 | |
| 2025-12-31 | $559,685 | 4,298 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $281,880 | 2,000 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $351,644 | 2,385 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $314,798 | 2,120 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $317,152 | 2,120 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $384,525 | 2,134 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $331,644 | 2,134 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $337,365 | 2,295 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $367,957 | 2,295 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $407,900 | 3,355 | Shares | Sole | 2023-11-03 | |
| 2022-03-31 | $341,501 | 1,661 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $387,481 | 1,709 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $306,245 | 1,823 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $365,154 | 2,229 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $294,393 | 2,221 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $359,513 | 3,103 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $297,967 | 2,785 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $298,355 | 3,230 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $329,414 | 3,440 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||