San Luis Wealth Advisors LLC
Position in EXR — Extra Space Storage Inc.
CIK 1844709
SAN LUIS OBISPO, CA
Position in EXR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,037,442
+$468,132 QoQ
Shares Held
7,140
+86.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#360
of 787 holders
Holding Since
Mar 2025
2 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, 2026San Luis Wealth Advisors LLC holds $2,005,646 across 2 REIT - Industrial names. EXR ranks #1 (51.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXR |
Extra Space Storage Inc.
This page
|
7,140 | $1,037,442 | |
| 2 | PLD |
Prologis, Inc.
|
7,147 | $968,204 |
All Filings in EXR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,037,442 | 7,140 | Shares | Sole | 2026-07-16 | |
| 2025-03-31 | $569,310 | 3,834 | Shares | Sole | 2025-04-18 | |
| No filing history on record for this holder in this stock. | ||||||