Position in EXR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$9,880
+$1,357 QoQ
Shares Held
68
+4.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#694
of 787 holders
Holding Since
Sep 2025
4 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, 2026High Note Wealth, LLC holds $87,041 across 9 REIT - Industrial names. EXR ranks #3 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
290 | $39,286 | |
| 2 | PSA |
Public Storage
|
46 | $14,642 | |
| 3 | EXR |
Extra Space Storage Inc.
This page
|
68 | $9,880 | |
| 4 | LXP |
LXP Industrial Trust
|
100 | $5,388 | |
| 5 | EGP |
Eastgroup Properties Inc
|
26 | $5,265 | |
| 6 | STAG |
STAG Industrial, Inc.
|
117 | $4,453 | |
| 7 | FR |
First Industrial Realty Trust Inc
|
69 | $4,230 | |
| 8 | REXR |
Rexford Industrial Realty, Inc.
|
68 | $2,278 |
All Filings in EXR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,880 | 68 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $8,523 | 65 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $6,901 | 53 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $5,919 | 42 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||