Dynamic Wealth Strategies, LLC
Position in EXR — Extra Space Storage Inc.
CIK 1812853
GRANITE BAY, CA
Position in EXR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$15,256
+$1,488 QoQ
Shares Held
105
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#675
of 787 holders
Holding Since
Dec 2023
10 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, 2026Dynamic Wealth Strategies, LLC holds $185,355 across 4 REIT - Industrial names. EXR ranks #3 (8.2% of the industry book) .
All Filings in EXR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,256 | 105 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $13,768 | 105 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $13,673 | 105 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $14,798 | 105 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $14,301 | 97 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $29,104 | 196 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $35,317 | 196 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $15,385 | 99 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $14,553 | 99 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $21,323 | 133 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||