Position in EXR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$6,102
+$1,644 QoQ
Shares Held
42
+23.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#712
of 787 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXR Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $55,486 across 4 REIT - Industrial names. EXR ranks #3 (11.0% of the industry book) .
All Filings in EXR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,102 | 42 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,458 | 34 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $4,427 | 34 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $4,791 | 34 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $2,653 | 18 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $2,672 | 18 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $2,692 | 18 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $3,243 | 18 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $2,797 | 18 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $2,646 | 18 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $2,885 | 18 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $2,188 | 18 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $2,679 | 18 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $2,932 | 18 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $2,649 | 18 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $4,490 | 26 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $5,103 | 30 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $6,168 | 30 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $5,894 | 26 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $4,367 | 26 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $4,259 | 26 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $3,446 | 26 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $2,201 | 19 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $1,176 | 11 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $1,016 | 11 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $2,010 | 21 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||