Position in EXR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$352,933
-$16,197 QoQ
Shares Held
2,429
-13.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#477
of 773 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, 2026IFP Advisors, Inc holds $2,638,313 across 15 REIT - Industrial names. EXR ranks #3 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
5,618 | $761,070 | |
| 2 | PSA |
Public Storage
|
1,722 | $548,129 | |
| 3 | EXR |
Extra Space Storage Inc.
This page
|
2,429 | $352,933 | |
| 4 | CUBE |
CubeSmart
|
7,292 | $290,002 | |
| 5 | STAG |
STAG Industrial, Inc.
|
6,525 | $248,341 | |
| 6 | NSA |
National Storage Affiliates Trust
|
3,313 | $147,329 | |
| 7 | LINE |
Lineage, Inc.
|
2,794 | $120,840 | |
| 8 | FR |
First Industrial Realty Trust Inc
|
1,281 | $78,538 |
All Filings in EXR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $352,933 | 2,429 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $369,130 | 2,815 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $376,726 | 2,893 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $373,631 | 2,651 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $489,353 | 3,319 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $252,136 | 1,698 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $17,204 | 115 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $12,072 | 67 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $13,986 | 90 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $319,872 | 2,176 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $12,505 | 78 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $4,741 | 39 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $33,193 | 223 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $17,270 | 106 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $35,764 | 243 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $182,554 | 1,057 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $48,824 | 287 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $193,264 | 940 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $97,720 | 431 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $17,974 | 107 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $6,388 | 39 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $5,169 | 39 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $20,159 | 174 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $18,616 | 174 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $14,317 | 155 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $14,842 | 155 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||