Position in EXR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,587,693
+$156,803 QoQ
Shares Held
10,927
+0.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
#310
of 787 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, 2026Physician Wealth Advisors, Inc. holds $2,100,813 across 11 REIT - Industrial names. EXR ranks #1 (75.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXR |
Extra Space Storage Inc.
This page
|
10,927 | $1,587,693 | |
| 2 | PLD |
Prologis, Inc.
|
2,302 | $311,851 | |
| 3 | PSA |
Public Storage
|
532 | $169,340 | |
| 4 | STAG |
STAG Industrial, Inc.
|
195 | $7,421 | |
| 5 | CUBE |
CubeSmart
|
156 | $6,204 | |
| 6 | EGP |
Eastgroup Properties Inc
|
27 | $5,468 | |
| 7 | COLD |
Americold Realty Trust
|
300 | $4,716 | |
| 8 | 83 | $3,691 |
All Filings in EXR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,587,693 | 10,927 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,430,890 | 10,912 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,417,314 | 10,884 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,531,454 | 10,866 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,632,603 | 11,073 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,642,299 | 11,060 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,663,103 | 11,117 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,024,795 | 11,237 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,679,360 | 10,806 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,582,602 | 10,766 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,719,539 | 10,725 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,299,325 | 10,687 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,584,210 | 10,643 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $1,729,664 | 10,616 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,556,870 | 10,578 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $1,830,207 | 10,597 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $1,809,906 | 10,639 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,303,131 | 11,202 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $2,659,316 | 11,729 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $1,977,242 | 11,770 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $1,890,974 | 11,543 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $1,530,024 | 11,543 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $1,337,371 | 11,543 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $1,056,740 | 9,877 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $912,338 | 9,877 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $850,061 | 8,877 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||