Position in EXR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$161,283
-$8,923 QoQ
Shares Held
1,110
-14.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#587
of 787 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in EXR Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Geneos Wealth Management Inc. holds $6,064,772 across 7 REIT - Industrial names. EXR ranks #3 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
39,907 | $5,406,201 | |
| 2 | PSA |
Public Storage
|
1,396 | $444,360 | |
| 3 | EXR |
Extra Space Storage Inc.
This page
|
1,110 | $161,283 | |
| 4 | STAG |
STAG Industrial, Inc.
|
700 | $26,642 | |
| 5 | IIPR |
Innovative Industrial Properties Inc
|
215 | $13,325 | |
| 6 | EGP |
Eastgroup Properties Inc
|
64 | $12,961 | |
| 7 | 270 | $0 |
All Filings in EXR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $161,283 | 1,110 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $170,206 | 1,298 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $169,025 | 1,298 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $197,034 | 1,398 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $206,121 | 1,398 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $334,102 | 2,250 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $340,340 | 2,275 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $409,932 | 2,275 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $357,443 | 2,300 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $338,100 | 2,300 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $368,759 | 2,300 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $293,372 | 2,413 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $52,097 | 350 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $57,025 | 350 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $51,513 | 350 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $60,448 | 350 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $59,542 | 350 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $78,950 | 384 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $64,391 | 284 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $53,756 | 320 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $52,422 | 320 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $68,660 | 518 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $59,783 | 516 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $34,022 | 318 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $29,373 | 318 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $30,451 | 318 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||