EverSource Wealth Advisors, LLC
Position in EXR — Extra Space Storage Inc.
CIK 1710537
BIRMINGHAM, AL
Position in EXR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$140,210
+$27,313 QoQ
Shares Held
965
+12.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#582
of 773 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $2,696,071 across 17 REIT - Industrial names. EXR ranks #7 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
6,803 | $921,598 | |
| 2 | EGP |
Eastgroup Properties Inc
|
1,931 | $391,083 | |
| 3 | CUBE |
CubeSmart
|
6,920 | $275,204 | |
| 4 | FR |
First Industrial Realty Trust Inc
|
4,133 | $253,391 | |
| 5 | LINE |
Lineage, Inc.
|
4,462 | $192,979 | |
| 6 | PSA |
Public Storage
|
575 | $183,023 | |
| 7 | EXR |
Extra Space Storage Inc.
This page
|
965 | $140,210 | |
| 8 | COLD |
Americold Realty Trust
|
6,423 | $100,965 |
All Filings in EXR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $140,210 | 965 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $112,897 | 861 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $98,571 | 757 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $301,889 | 2,142 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $523,853 | 3,553 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $102,307 | 689 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $129,551 | 866 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $45,225 | 251 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $34,188 | 220 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $30,429 | 207 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $31,744 | 198 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $28,083 | 231 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $13,096 | 88 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,791 | 11 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,826 | 26 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,971 | 23 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,530 | 9 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,056 | 10 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $453 | 2 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||