Lido Advisors, LLC

Position in EXR — Extra Space Storage Inc.

CIK 1650150 Los Angeles, CA

Position in EXR

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$859,593

+$100,613 QoQ

Shares Held

5,916

+2.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#374

of 787 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 22% Shared 0% None 78%

Real Estate · as of Jun 30, 2026

Lido Advisors, LLC holds $19,998,381 across 4 REIT - Industrial names. EXR ranks #3 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLD	Prologis, Inc.	73,550	$9,963,817
2	PSA	Public Storage	26,740	$8,511,608
3	EXR	Extra Space Storage Inc. This page	5,916	$859,593
4	CUBE	CubeSmart	16,680	$663,363

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$859,593	5,916	+2.2%	Shares	Defined	2026-08-07
2026-03-31	$758,980	5,788	-42.5%	Shares	Defined	2026-05-13
2025-12-31	$1,309,882	10,059	+2.3%	Shares	Sole	2026-02-10
2025-09-30	$1,386,285	9,836	-9.7%	Shares	Sole	2025-11-14
2025-06-30	$1,605,768	10,891	+31.9%	Shares	Defined	2025-08-13
2025-03-31	$1,226,526	8,260	-7.4%	Shares	Defined	2025-05-15
2024-12-31	$1,335,029	8,924	+112.8%	Shares	Defined	2025-02-14
2024-09-30	$755,536	4,193	+2.5%	Shares	Sole	2024-11-14
2024-06-30	$635,937	4,092	-0.6%	Shares	Sole	2024-08-15
2024-03-31	$604,905	4,115	-0.8%	Shares	Sole	2024-05-15
2023-12-31	$665,209	4,149	+9.2%	Shares	Sole	2024-02-14
2023-09-30	$462,004	3,800	-3.6%	Shares	Sole	2023-11-14
2023-06-30	$586,468	3,940	-1.3%	Shares	Sole	2023-08-09
2023-03-31	$650,415	3,992	+5.1%	Shares	Defined	2023-05-15
2022-12-31	$559,284	3,800	+0.9%	Shares	Sole	2023-02-14
2022-09-30	$650,253	3,765	-0.1%	Shares	Sole	2022-11-14
2022-06-30	$641,182	3,769	+0.3%	Shares	Sole	2022-08-15
2022-03-31	$772,850	3,759	+0.0%	Shares	Sole	2022-05-17
2021-12-31	$852,051	3,758	+0.2%	Shares	Sole	2022-02-15
2021-09-30	$630,298	3,752	+0.5%	Shares	Sole	2022-02-15
2021-06-30	$611,540	3,733	+0.0%	Shares	Sole	2021-08-12
2021-03-31	$494,676	3,732	0.0%	Shares	Sole	2021-05-13
2020-12-31	$432,389	3,732	+0.4%	Shares	Sole	2021-02-08
2020-09-30	$397,574	3,716	-49.9%	Shares	Sole	2020-11-12
2020-06-30	$685,015	7,416	—	Shares	Sole	2020-08-12
No filing history on record for this holder in this stock.