Position in EXR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,042,336
-$94,426 QoQ
Shares Held
14,056
-13.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#285
of 792 holders
Holding Since
Mar 2020
26 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, 2026Arkadios Wealth Advisors holds $7,348,787 across 7 REIT - Industrial names. EXR ranks #2 (27.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
26,717 | $3,619,351 | |
| 2 | EXR |
Extra Space Storage Inc.
This page
|
14,056 | $2,042,336 | |
| 3 | SMA |
SmartStop Self Storage REIT, Inc.
|
29,149 | $947,342 | |
| 4 | PSA |
Public Storage
|
1,065 | $339,000 | |
| 5 | CUBE |
CubeSmart
|
6,091 | $242,238 | |
| 6 | COLD |
Americold Realty Trust
|
10,084 | $158,520 | |
| 7 | 7,468 | $0 |
All Filings in EXR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,042,336 | 14,056 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,136,762 | 16,295 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,988,849 | 15,273 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,120,583 | 15,046 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,974,663 | 13,393 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,861,767 | 12,538 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $924,827 | 6,182 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,017,713 | 5,648 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $990,583 | 6,374 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $905,814 | 6,162 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,061,705 | 6,622 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $570,331 | 4,691 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $240,839 | 1,618 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $340,360 | 2,089 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $311,874 | 2,119 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $335,748 | 1,944 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $325,779 | 1,915 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $387,556 | 1,885 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $484,748 | 2,138 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $442,989 | 2,637 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $516,852 | 3,155 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $366,235 | 2,763 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $296,022 | 2,555 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $487,125 | 4,553 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $417,327 | 4,518 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $131,382 | 1,372 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||