ELEVATION POINT WEALTH PARTNERS, LLC
Position in EXR — Extra Space Storage Inc.
CIK 1744349
DENVER, CO
Position in EXR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$518,430
-$10,741,703 QoQ
Shares Held
3,568
-95.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#437
of 787 holders
Holding Since
Jun 2024
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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $6,984,844 across 6 REIT - Industrial names. EXR ranks #4 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
25,769 | $3,490,926 | |
| 2 | COLD |
Americold Realty Trust
|
77,801 | $1,223,031 | |
| 3 | PSA |
Public Storage
|
2,864 | $911,639 | |
| 4 | EXR |
Extra Space Storage Inc.
This page
|
3,568 | $518,430 | |
| 5 | EGP |
Eastgroup Properties Inc
|
2,228 | $451,236 | |
| 6 | STAG |
STAG Industrial, Inc.
|
10,236 | $389,582 |
All Filings in EXR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $518,430 | 3,568 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $11,260,133 | 85,870 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $14,647,666 | 112,484 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $15,885,347 | 112,710 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $37,302 | 253 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $319,833 | 2,058 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||