Independent Advisor Alliance

Position in EXR — Extra Space Storage Inc.

CIK 1696899 CHARLOTTE, NC

Position in EXR

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$335,642

+$44,272 QoQ

Shares Held

2,310

+4.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#490

of 787 holders

Holding Since

Dec 2021

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Independent Advisor Alliance holds $6,725,876 across 5 REIT - Industrial names. EXR ranks #4 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLD	Prologis, Inc.	21,530	$2,916,668
2	PSA	Public Storage	6,093	$1,939,462
3	LXP	LXP Industrial Trust	24,519	$1,321,083
4	EXR	Extra Space Storage Inc. This page	2,310	$335,642
5	STAG	STAG Industrial, Inc.	5,597	$213,021

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$335,642	2,310	+4.0%	Shares	Sole	2026-08-12
2026-03-31	$291,370	2,222	+8.7%	Shares	Sole	2026-05-12
2025-12-31	$266,169	2,044	-3.1%	Shares	Sole	2026-02-04
2025-09-30	$297,242	2,109	-0.9%	Shares	Sole	2025-11-04
2025-06-30	$313,898	2,129	+5.2%	Shares	Sole	2025-08-11
2025-03-31	$300,543	2,024	-3.8%	Shares	Sole	2025-05-12
2024-12-31	$314,758	2,104	+37.2%	Shares	Sole	2025-02-07
2024-09-30	$276,231	1,533	-4.6%	Shares	Sole	2024-11-13
2024-06-30	$249,743	1,607	+25.0%	Shares	Sole	2024-08-12
2022-06-30	$218,774	1,286	0.0%	Shares	Sole	2022-08-04
2022-03-31	$264,401	1,286	0.0%	Shares	Sole	2022-05-06
2021-12-31	$291,574	1,286	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.