KESTRA PRIVATE WEALTH SERVICES, LLC
Position in EXR — Extra Space Storage Inc.
CIK 1649451
AUSTIN, TX
Position in EXR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,164,724
+$48,021 QoQ
Shares Held
8,016
-5.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#348
of 787 holders
Holding Since
Dec 2023
11 quarters on record
Common Shares in EXR Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $12,984,583 across 4 REIT - Industrial names. EXR ranks #3 (9.0% of the industry book) .
All Filings in EXR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,164,724 | 8,016 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,116,703 | 8,516 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,112,209 | 8,541 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $337,692 | 2,396 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $327,759 | 2,223 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $324,302 | 2,184 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $321,191 | 2,147 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $713,912 | 3,962 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $516,893 | 3,326 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,212,162 | 8,246 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $297,412 | 1,855 | Shares | Sole | 2024-02-05 | |
| No filing history on record for this holder in this stock. | ||||||