Apollon Wealth Management, LLC
Position in EXR — Extra Space Storage Inc.
CIK 1764387
MOUNT PLEASANT, SC
Position in EXR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$579,020
+$56,336 QoQ
Shares Held
3,985
-0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#425
of 787 holders
Holding Since
Dec 2021
19 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, 2026Apollon Wealth Management, LLC holds $8,829,932 across 6 REIT - Industrial names. EXR ranks #5 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STAG |
STAG Industrial, Inc.
|
77,732 | $2,958,479 | |
| 2 | PLD |
Prologis, Inc.
|
20,430 | $2,767,652 | |
| 3 | PSA |
Public Storage
|
4,318 | $1,374,462 | |
| 4 | SMA |
SmartStop Self Storage REIT, Inc.
|
24,473 | $795,372 | |
| 5 | EXR |
Extra Space Storage Inc.
This page
|
3,985 | $579,020 | |
| 6 | CUBE |
CubeSmart
|
8,925 | $354,947 |
All Filings in EXR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $579,020 | 3,985 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $522,684 | 3,986 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $509,290 | 3,911 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $553,894 | 3,930 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $630,748 | 4,278 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $687,805 | 4,632 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $710,151 | 4,747 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $758,419 | 4,209 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $707,581 | 4,553 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $650,328 | 4,424 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,534,999 | 9,574 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $932,640 | 7,671 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $849,040 | 5,704 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $793,469 | 4,870 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $709,849 | 4,823 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $738,853 | 4,278 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $680,139 | 3,998 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $248,981 | 1,211 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $272,076 | 1,200 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||