Position in EXR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,307
+$1,045 QoQ
Shares Held
9
+350.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#761
of 787 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXR Over Time
Shares Held
Position Value (USD)
Derivatives in EXR
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$890
PutShares
6
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Quaker Wealth Management, LLC holds $455,845 across 9 REIT - Industrial names. EXR ranks #3 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
2,110 | $285,841 | |
| 2 | PSA |
Public Storage
|
522 | $166,157 | |
| 3 | EXR |
Extra Space Storage Inc.
This page
|
9 | $1,307 | |
| 4 | EGP |
Eastgroup Properties Inc
|
4 | $810 | |
| 5 | FR |
First Industrial Realty Trust Inc
|
10 | $613 | |
| 6 | LINE |
Lineage, Inc.
|
8 | $346 | |
| 7 | CUBE |
CubeSmart
|
8 | $318 | |
| 8 | REXR |
Rexford Industrial Realty, Inc.
|
9 | $301 |
All Filings in EXR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,307 | 9 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $262 | 2 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $260 | 2 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $422 | 3 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $442 | 3 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $890 | 6 | Put | Sole | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||