Position in EXR
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$1,672,956
+$52,499 QoQ
Shares Held
12,758
+2.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Common Shares in EXR Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Mar 31, 2026Kestra Advisory Services, LLC holds $28,497,226 across 8 REIT - Industrial names. EXR ranks #5 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
66,506 | $8,790,763 | |
| 2 | SMA |
SmartStop Self Storage REIT, Inc.
|
187,511 | $5,677,833 | |
| 3 | CUBE |
CubeSmart
|
151,711 | $5,560,208 | |
| 4 | PSA |
Public Storage
|
18,109 | $4,905,365 | |
| 5 | EXR |
Extra Space Storage Inc.
This page
|
12,758 | $1,672,956 | |
| 6 | STAG |
STAG Industrial, Inc.
|
29,987 | $1,081,331 | |
| 7 | COLD |
Americold Realty Trust
|
45,076 | $516,570 | |
| 8 | FR |
First Industrial Realty Trust Inc
|
5,051 | $292,200 |
All Filings in EXR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,672,956 | 12,758 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,620,457 | 12,444 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,282,976 | 9,103 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $400,447 | 2,716 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $505,162 | 3,402 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $941,881 | 6,296 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $296,772 | 1,647 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $470,736 | 3,029 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $783,951 | 5,333 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $203,939 | 1,272 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||