Position in EXR
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$7,410
+$3,083 QoQ
Shares Held
51
+54.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#705
of 792 holders
Holding Since
Dec 2023
11 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, 2026Avion Wealth holds $63,544 across 7 REIT - Industrial names. EXR ranks #3 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
250 | $33,867 | |
| 2 | PSA |
Public Storage
|
32 | $10,185 | |
| 3 | EXR |
Extra Space Storage Inc.
This page
|
51 | $7,410 | |
| 4 | IIPR |
Innovative Industrial Properties Inc
|
100 | $6,198 | |
| 5 | STAG |
STAG Industrial, Inc.
|
100 | $3,806 | |
| 6 | CUBE |
CubeSmart
|
27 | $1,073 | |
| 7 | REXR |
Rexford Industrial Realty, Inc.
|
30 | $1,005 |
All Filings in EXR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,410 | 51 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $4,327 | 33 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2 | 22 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $6 | 47 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $8,698 | 59 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $5 | 39 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $5 | 39 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $7,207 | 40 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $5 | 37 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $3 | 18 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2 | 14 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||