Strategic Wealth Partners, Ltd.
Position in EXR — Extra Space Storage Inc.
CIK 1720777
INDEPENDENCE, OH
Position in EXR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$871
+$85 QoQ
Shares Held
6
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#753
of 773 holders
Holding Since
Jun 2025
5 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, 2026Strategic Wealth Partners, Ltd. holds $20,240,867 across 7 REIT - Industrial names. EXR ranks #4 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
149,115 | $20,200,609 | |
| 2 | TRNO |
Terreno Realty Corp
|
300 | $19,431 | |
| 3 | FR |
First Industrial Realty Trust Inc
|
298 | $18,270 | |
| 4 | EXR |
Extra Space Storage Inc.
This page
|
6 | $871 | |
| 5 | ILPT |
Industrial Logistics Properties Trust
|
77 | $682 | |
| 6 | PSA |
Public Storage
|
2 | $636 | |
| 7 | REXR |
Rexford Industrial Realty, Inc.
|
11 | $368 |
All Filings in EXR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $871 | 6 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $786 | 6 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,953 | 15 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $845 | 6 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $155,106 | 1,052 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||