Prestige Wealth Management Group LLC
Position in EXR — Extra Space Storage Inc.
CIK 1772715
FLEMINGTON, NJ
Position in EXR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$224,197
-$118,969 QoQ
Shares Held
1,543
-41.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#564
of 792 holders
Holding Since
Mar 2020
26 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, 2026Prestige Wealth Management Group LLC holds $1,642,089 across 7 REIT - Industrial names. EXR ranks #3 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
7,290 | $987,575 | |
| 2 | PSA |
Public Storage
|
1,344 | $427,808 | |
| 3 | EXR |
Extra Space Storage Inc.
This page
|
1,543 | $224,197 | |
| 4 | LXP |
LXP Industrial Trust
|
19 | $1,023 | |
| 5 | TRNO |
Terreno Realty Corp
|
13 | $842 | |
| 6 | REXR |
Rexford Industrial Realty, Inc.
|
10 | $335 | |
| 7 | IIPR |
Innovative Industrial Properties Inc
|
5 | $309 |
All Filings in EXR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,197 | 1,543 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $343,166 | 2,617 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $7,682 | 59 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $440,859 | 3,128 | Shares | Sole | 2026-02-20 | |
| 2025-06-30 | $448,216 | 3,040 | Shares | Sole | 2026-02-20 | |
| 2025-03-31 | $461,654 | 3,109 | Shares | Sole | 2026-02-20 | |
| 2024-12-31 | $451,791 | 3,020 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $493,179 | 2,737 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $16,007 | 103 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $385,287 | 2,621 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $15,552 | 97 | Shares | Other | 2024-04-26 | |
| 2023-09-30 | $13,495 | 111 | Shares | Other | 2024-04-26 | |
| 2023-06-30 | $14,140 | 95 | Shares | Other | 2024-04-26 | |
| 2023-03-31 | $20,691 | 127 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $18,250 | 124 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $22,624 | 131 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $21,094 | 124 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $25,494 | 124 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $28,341 | 125 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $20,998 | 125 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $20,477 | 125 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $16,568 | 125 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $14,482 | 125 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $19,472 | 182 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $14,594 | 158 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $13,502 | 141 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||