Dakota Wealth Management
Position in EXR — Extra Space Storage Inc.
CIK 1631353
PALM BEACH GARDENS, FL
Position in EXR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$6,352,080
+$2,218,732 QoQ
Shares Held
43,717
+38.7% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#191
of 787 holders
Holding Since
Mar 2022
6 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, 2026Dakota Wealth Management holds $17,334,970 across 4 REIT - Industrial names. EXR ranks #2 (36.6% of the industry book) .
All Filings in EXR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,352,080 | 43,717 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $4,133,348 | 31,521 | Shares | Defined | 2026-05-07 | |
| 2023-06-30 | $480,487 | 3,228 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $527,241 | 3,236 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $647,444 | 4,399 | Shares | Sole | 2023-02-08 | |
| 2022-03-31 | $331,838 | 1,614 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||