WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in EXR — Extra Space Storage Inc.
CIK 1632972
PLYMOUTH, MN
Position in EXR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,651,725
+$637,962 QoQ
Shares Held
18,250
+18.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#262
of 787 holders
Holding Since
Sep 2021
14 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in EXR Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $59,037,368 across 15 REIT - Industrial names. EXR ranks #6 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LINE |
Lineage, Inc.
|
288,021 | $12,456,908 | |
| 2 | PLD |
Prologis, Inc.
|
89,703 | $12,152,065 | |
| 3 | CUBE |
CubeSmart
|
244,283 | $9,715,134 | |
| 4 | PSA |
Public Storage
|
28,352 | $9,024,725 | |
| 5 | FR |
First Industrial Realty Trust Inc
|
80,366 | $4,927,239 | |
| 6 | EXR |
Extra Space Storage Inc.
This page
|
18,250 | $2,651,725 | |
| 7 | COLD |
Americold Realty Trust
|
133,094 | $2,092,237 | |
| 8 | EGP |
Eastgroup Properties Inc
|
8,487 | $1,718,872 |
All Filings in EXR
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,651,725 | 18,250 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,013,763 | 15,357 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,457,381 | 18,871 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,872,639 | 20,382 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $5,065,301 | 34,355 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $3,354,834 | 22,593 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,338,098 | 15,629 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $2,062,454 | 11,446 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,824,202 | 11,738 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,122,492 | 7,636 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,130,807 | 7,053 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,111,119 | 9,139 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $2,689,648 | 16,508 | Shares | Sole | 2023-04-25 | |
| 2021-09-30 | $13,013,681 | 77,467 | Shares | Sole | 2021-11-03 | |
| No filing history on record for this holder in this stock. | ||||||