Steward Partners Investment Advisory, LLC
Position in EXR — Extra Space Storage Inc.
CIK 1723397
STAMFORD, CT
Position in EXR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,498,914
+$440,695 QoQ
Shares Held
10,316
+27.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#318
of 773 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXR Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $14,085,614 across 15 REIT - Industrial names. EXR ranks #4 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
51,771 | $7,013,417 | |
| 2 | PSA |
Public Storage
|
8,960 | $2,852,057 | |
| 3 | LXP |
LXP Industrial Trust
|
30,301 | $1,632,617 | |
| 4 | EXR |
Extra Space Storage Inc.
This page
|
10,316 | $1,498,914 | |
| 5 | CUBE |
CubeSmart
|
10,985 | $436,873 | |
| 6 | COLD |
Americold Realty Trust
|
14,886 | $234,007 | |
| 7 | STAG |
STAG Industrial, Inc.
|
5,081 | $193,382 | |
| 8 | FR |
First Industrial Realty Trust Inc
|
1,927 | $118,144 |
All Filings in EXR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,498,914 | 10,316 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,058,219 | 8,070 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,102,051 | 8,463 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,192,916 | 8,464 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,213,873 | 8,233 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,197,720 | 8,066 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,094,324 | 7,315 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,209,975 | 6,715 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,042,801 | 6,710 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $953,442 | 6,486 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,041,824 | 6,498 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $730,452 | 6,008 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $55,967 | 376 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $12,382 | 76 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $11,185 | 76 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $32,987 | 191 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $33,343 | 196 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $43,176 | 210 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $37,410 | 165 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $27,382 | 163 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $25,719 | 157 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $49,308 | 372 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $5,329 | 46 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $25,142 | 235 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $18,104 | 196 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $18,768 | 196 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||