Position in EXR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$25,427
+$513 QoQ
Shares Held
175
-7.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#656
of 787 holders
Holding Since
Dec 2025
3 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, 2026SHP Wealth Management holds $217,364 across 12 REIT - Industrial names. EXR ranks #3 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
846 | $114,607 | |
| 2 | PSA |
Public Storage
|
206 | $65,571 | |
| 3 | EXR |
Extra Space Storage Inc.
This page
|
175 | $25,427 | |
| 4 | STAG |
STAG Industrial, Inc.
|
200 | $7,612 | |
| 5 | LINE |
Lineage, Inc.
|
23 | $994 | |
| 6 | IIPR |
Innovative Industrial Properties Inc
|
13 | $805 | |
| 7 | FR |
First Industrial Realty Trust Inc
|
13 | $797 | |
| 8 | EGP |
Eastgroup Properties Inc
|
3 | $607 |
All Filings in EXR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,427 | 175 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $24,914 | 190 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $20,444 | 157 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||