Legacy Wealth Asset Management, LLC

Position in EXR — Extra Space Storage Inc.

CIK 1846151 WOODBURY, MN

Position in EXR

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$293,941

+$16,602 QoQ

Shares Held

2,023

-4.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#512

of 785 holders

Holding Since

Jun 2021

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Legacy Wealth Asset Management, LLC holds $4,449,919 across 8 REIT - Industrial names. EXR ranks #6 (6.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLD	Prologis, Inc.	8,854	$1,199,451
2	TRNO	Terreno Realty Corp	13,626	$882,556
3	COLD	Americold Realty Trust	35,918	$564,630
4	EGP	Eastgroup Properties Inc	2,701	$547,033
5	REXR	Rexford Industrial Realty, Inc.	15,186	$508,731
6	EXR	Extra Space Storage Inc. This page	2,023	$293,941
7	PSA	Public Storage	767	$244,143
8	FR	First Industrial Realty Trust Inc	3,416	$209,434

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$293,941	2,023	-4.3%	Shares	Sole	2026-07-09
2026-03-31	$277,339	2,115	-0.2%	Shares	Sole	2026-04-08
2025-12-31	$275,936	2,119	-0.8%	Shares	Sole	2026-01-12
2025-09-30	$301,047	2,136	+0.4%	Shares	Sole	2025-10-14
2025-06-30	$313,604	2,127	+1.0%	Shares	Sole	2025-07-30
2025-03-31	$312,571	2,105	-12.2%	Shares	Sole	2025-04-09
2024-12-31	$358,591	2,397	0.0%	Shares	Sole	2025-01-15
2024-09-30	$431,915	2,397	+2.2%	Shares	Sole	2024-10-23
2024-06-30	$364,591	2,346	+4.3%	Shares	Sole	2024-08-14
2024-03-31	$330,750	2,250	+3.2%	Shares	Sole	2024-04-19
2023-12-31	$349,519	2,180	+65.5%	Shares	Sole	2024-01-10
2021-06-30	$215,750	1,317	—	Shares	Sole	2021-07-14
No filing history on record for this holder in this stock.