Focus Partners Wealth

Position in EXR — Extra Space Storage Inc.

CIK 1542153 ST LOUIS, MO

Position in EXR

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$33,065,921

+$4,226,369 QoQ

Shares Held

227,570

+3.5% QoQ

Ownership

0.108%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#85

of 792 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 49% Shared 0% None 51%

Real Estate · as of Jun 30, 2026

Focus Partners Wealth holds $73,618,837 across 8 REIT - Industrial names. EXR ranks #1 (44.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EXR	Extra Space Storage Inc. This page	227,570	$33,065,921
2	PLD	Prologis, Inc.	125,141	$16,952,851
3	FR	First Industrial Realty Trust Inc	133,316	$8,173,603
4	PSA	Public Storage	17,631	$5,612,123
5	EGP	Eastgroup Properties Inc	21,975	$4,450,596
6	CUBE	CubeSmart	95,943	$3,815,653
7	LINE	Lineage, Inc.	35,794	$1,548,090
8			17,862	$0

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$33,065,921	227,570	+3.5%	Shares	Sole	2026-08-12
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	+0.2%	Shares	Sole	2025-05-20
2024-12-31	$23,306,184	155,790	+401.7%	Shares	Sole	2025-05-20
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.