Position in EXR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$15,547
+$205 QoQ
Shares Held
107
-8.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#672
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, 2026TD PRIVATE CLIENT WEALTH LLC holds $12,735,316 across 11 REIT - Industrial names. EXR ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
78,575 | $10,644,555 | |
| 2 | STAG |
STAG Industrial, Inc.
|
17,526 | $667,039 | |
| 3 | REXR |
Rexford Industrial Realty, Inc.
|
17,448 | $584,508 | |
| 4 | CUBE |
CubeSmart
|
10,476 | $416,630 | |
| 5 | PSA |
Public Storage
|
1,213 | $386,110 | |
| 6 | EXR |
Extra Space Storage Inc.
This page
|
107 | $15,547 | |
| 7 | FR |
First Industrial Realty Trust Inc
|
168 | $10,300 | |
| 8 | TRNO |
Terreno Realty Corp
|
82 | $5,311 |
All Filings in EXR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,547 | 107 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $15,342 | 117 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $11,719 | 90 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $14,939 | 106 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $16,955 | 115 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $14,849 | 100 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $31,266 | 209 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $198,929 | 1,104 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $381,376 | 2,454 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $18,081 | 123 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $19,239 | 120 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $25,410 | 209 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $13,396 | 90 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $21,506 | 132 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $37,972 | 258 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $58,203 | 337 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $52,226 | 307 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $77,922 | 379 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $69,379 | 306 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $58,292 | 347 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $54,224 | 331 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $41,885 | 316 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $31,861 | 275 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $29,957 | 280 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $19,674 | 213 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $23,173 | 242 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||