Pinnacle Wealth Planning Services, Inc.
Position in EXR — Extra Space Storage Inc.
CIK 1726752
MANSFIELD, OH
Position in EXR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$49,547
+$6,930 QoQ
Shares Held
341
+4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#637
of 787 holders
Holding Since
Dec 2020
4 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, 2026Pinnacle Wealth Planning Services, Inc. holds $1,133,327 across 14 REIT - Industrial names. EXR ranks #6 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
4,660 | $631,290 | |
| 2 | TRNO |
Terreno Realty Corp
|
2,596 | $168,142 | |
| 3 | STAG |
STAG Industrial, Inc.
|
2,568 | $97,738 | |
| 4 | LXP |
LXP Industrial Trust
|
1,275 | $68,697 | |
| 5 | PSA |
Public Storage
|
193 | $61,433 | |
| 6 | EXR |
Extra Space Storage Inc.
This page
|
341 | $49,547 | |
| 7 | IIPR |
Innovative Industrial Properties Inc
|
603 | $37,373 | |
| 8 | REXR |
Rexford Industrial Realty, Inc.
|
242 | $8,107 |
All Filings in EXR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,547 | 341 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $42,617 | 325 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $13,152 | 101 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $4,402 | 38 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||