Beacon Pointe Advisors, LLC
Position in EXR — Extra Space Storage Inc.
CIK 1744317
NEWPORT BEACH, CA
Position in EXR
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$1,317,725
+$1,076,063 QoQ
Shares Held
9,069
+483.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#332
of 787 holders
Holding Since
Mar 2022
6 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, 2026Beacon Pointe Advisors, LLC holds $8,435,616 across 6 REIT - Industrial names. EXR ranks #3 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
22,427 | $3,038,185 | |
| 2 | PSA |
Public Storage
|
8,890 | $2,829,775 | |
| 3 | EXR |
Extra Space Storage Inc.
This page
|
9,069 | $1,317,725 | |
| 4 | EGP |
Eastgroup Properties Inc
|
2,282 | $462,173 | |
| 5 | STAG |
STAG Industrial, Inc.
|
12,062 | $459,079 | |
| 6 | IIPR |
Innovative Industrial Properties Inc
|
5,303 | $328,679 |
All Filings in EXR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,317,725 | 9,069 | Shares | Sole | 2026-08-18 | |
| 2024-06-30 | $241,662 | 1,555 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $237,846 | 1,618 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $341,502 | 2,130 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $213,616 | 1,757 | Shares | Sole | 2023-11-14 | |
| 2022-03-31 | $258,233 | 1,256 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||