Position in EXR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$270,984
+$34,688 QoQ
Shares Held
1,865
+3.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#527
of 787 holders
Holding Since
Jun 2022
9 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, 2026Stratos Wealth Partners, LTD. holds $3,734,293 across 4 REIT - Industrial names. EXR ranks #3 (7.3% of the industry book) .
All Filings in EXR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $270,984 | 1,865 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $236,296 | 1,802 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $240,255 | 1,845 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $218,457 | 1,550 | Shares | Sole | 2025-11-06 | |
| 2024-06-30 | $300,873 | 1,936 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $327,516 | 2,228 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $398,259 | 2,484 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $324,618 | 2,670 | Shares | Sole | 2023-10-24 | |
| 2022-06-30 | $287,332 | 1,689 | Shares | Sole | 2022-07-22 | |
| No filing history on record for this holder in this stock. | ||||||