Golden State Wealth Management, LLC
Position in EXR — Extra Space Storage Inc.
CIK 1776033
SANTA ANA, CA
Position in EXR
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$33,419
+$3,260 QoQ
Shares Held
230
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#645
of 787 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXR Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Golden State Wealth Management, LLC holds $304,209 across 4 REIT - Industrial names. EXR ranks #3 (11.0% of the industry book) .
All Filings in EXR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,419 | 230 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $30,159 | 230 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $20,704 | 159 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $22,409 | 159 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $23,442 | 159 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $23,609 | 159 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $24,534 | 164 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||