Focus Partners Wealth

Position in EXR — Extra Space Storage Inc.

CIK 1542153 ST LOUIS, MO

Position in EXR

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$28,839,552

-$556,571 QoQ

Shares Held

219,931

-2.6% QoQ

Ownership

0.104%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 48.329907969881056.ToString("F0")% Shared 0.ToString("F0")% None 51.67009203011895.ToString("F0")%

Real Estate · as of Mar 31, 2026

Focus Partners Wealth holds $62,298,746 across 9 REIT - Industrial names. EXR ranks #1 (46.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EXR	Extra Space Storage Inc. This page	219,931	$28,839,552
2	PLD	Prologis, Inc.	127,250	$16,819,905
3	FR	First Industrial Realty Trust Inc	133,816	$7,741,255
4	PSA	Public Storage	14,787	$4,005,502
5	EGP	Eastgroup Properties Inc	15,564	$2,880,740
6	CUBE	CubeSmart	27,703	$1,015,314
7	LINE	Lineage, Inc.	15,652	$512,759
8	STAG	STAG Industrial, Inc.	8,392	$302,615

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$28,839,552	219,931	-2.6%	Shares	Sole	2026-05-15
2025-12-31	$29,396,123	225,742	-3.8%	Shares	Sole	2026-02-13
2025-09-30	$33,068,752	234,630	+46.5%	Shares	Sole	2025-11-14
2025-06-30	$23,616,791	160,179	+2.6%	Shares	Sole	2025-08-14
2025-03-31	$23,184,486	156,135	+0.1%	Shares	Sole	2025-05-20
2024-12-31	$23,340,143	156,017	+402.5%	Shares	Sole	2025-05-29
2024-09-30	$5,595,079	31,051	-79.8%	Shares	Sole	2024-11-14
2024-06-30	$23,873,307	153,615	+3.7%	Shares	Sole	2024-08-15
2024-03-31	$21,779,226	148,158	+365.3%	Shares	Sole	2024-05-16
2023-12-31	$5,105,548	31,844	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.