Position in EXR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$7,119
-$9,009 QoQ
Shares Held
49
-60.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#705
of 787 holders
Holding Since
Jun 2022
17 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, 2026Bogart Wealth, LLC holds $113,113 across 8 REIT - Industrial names. EXR ranks #4 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
471 | $63,806 | |
| 2 | IIPR |
Innovative Industrial Properties Inc
|
400 | $24,792 | |
| 3 | PSA |
Public Storage
|
44 | $14,005 | |
| 4 | EXR |
Extra Space Storage Inc.
This page
|
49 | $7,119 | |
| 5 | LINE |
Lineage, Inc.
|
28 | $1,211 | |
| 6 | 23 | $1,022 | |||
| 7 | STAG |
STAG Industrial, Inc.
|
24 | $913 | |
| 8 | FR |
First Industrial Realty Trust Inc
|
4 | $245 |
All Filings in EXR
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,119 | 49 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $16,128 | 123 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $14,454 | 111 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $13,953 | 99 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $14,596 | 99 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $5,345 | 36 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $4,488 | 30 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $5,405 | 30 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $4,662 | 30 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $4,410 | 30 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $4,809 | 30 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $3,647 | 30 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $4,465 | 30 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $4,887 | 30 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $4,415 | 30 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $5,181 | 30 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $5,103 | 30 | Shares | Sole | 2022-07-22 | |
| No filing history on record for this holder in this stock. | ||||||