West Family Investments, Inc.

Position in EXR — Extra Space Storage Inc.

CIK 1568303 CARLSBAD, CA

Position in EXR

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$221,873

-$46,518 QoQ

Shares Held

1,527

-1.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#567

of 792 holders

Holding Since

Jun 2021

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

West Family Investments, Inc. holds $1,922,755 across 5 REIT - Industrial names. EXR ranks #4 (11.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CUBE	CubeSmart	16,172	$643,160
2	PLD	Prologis, Inc.	4,338	$587,668
3	LINE	Lineage, Inc.	6,804	$294,273
4	EXR	Extra Space Storage Inc. This page	1,527	$221,873
5	COLD	Americold Realty Trust	11,182	$175,781

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$221,873	1,527	-1.7%	Shares	Sole	2026-08-10
2022-09-30	$268,391	1,554	-6.6%	Shares	Sole	2022-11-04
2022-06-30	$283,079	1,664	-6.9%	Shares	Sole	2022-08-12
2022-03-31	$367,407	1,787	-5.0%	Shares	Sole	2022-05-13
2021-12-31	$426,705	1,882	-21.0%	Shares	Sole	2022-02-15
2021-09-30	$400,320	2,383	+9.7%	Shares	Sole	2022-02-15
2021-06-30	$355,980	2,173	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.