Naviter Wealth, LLC

Position in EXR — Extra Space Storage Inc.

CIK 1855567 LITTLE ROCK, AR

Position in EXR

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$2,602,323

+$757,980 QoQ

Shares Held

17,910

+27.3% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#263

of 787 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Real Estate · as of Jun 30, 2026

Naviter Wealth, LLC holds $18,046,551 across 3 REIT - Industrial names. EXR ranks #3 (14.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLD	Prologis, Inc.	81,436	$11,032,134
2	PSA	Public Storage	13,861	$4,412,094
3	EXR	Extra Space Storage Inc. This page	17,910	$2,602,323

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,602,323	17,910	+27.3%	Shares	Sole	2026-08-07
2026-03-31	$1,844,343	14,065	+14.0%	Shares	Sole	2026-04-10
2025-12-31	$1,607,305	12,343	-18.3%	Shares	Sole	2026-01-21
2025-09-30	$2,129,180	15,107	+0.2%	Shares	Sole	2025-11-06
2025-06-30	$2,221,920	15,070	+10.4%	Shares	Sole	2025-07-28
2025-03-31	$2,026,146	13,645	+0.6%	Shares	Sole	2025-04-25
2024-12-31	$2,029,024	13,563	+15.1%	Shares	Sole	2025-02-07
2024-09-30	$2,122,818	11,781	-6.3%	Shares	Sole	2024-10-16
2024-06-30	$1,954,591	12,577	+8.4%	Shares	Sole	2024-08-02
2024-03-31	$1,705,935	11,605	+24.3%	Shares	Sole	2024-04-18
2023-12-31	$1,497,001	9,337	+19.6%	Shares	Sole	2024-02-05
2023-09-30	$949,053	7,806	+20.4%	Shares	Sole	2023-11-14
2023-06-30	$965,143	6,484	+18.6%	Shares	Sole	2023-07-20
2023-03-31	$891,064	5,469	+30.0%	Shares	Sole	2023-04-12
2022-12-31	$619,333	4,208	+23.9%	Shares	Sole	2023-01-31
2022-09-30	$586,695	3,397	+104.5%	Shares	Sole	2022-10-27
2022-06-30	$282,569	1,661	-2.2%	Shares	Sole	2022-07-18
2022-03-31	$349,108	1,698	-2.6%	Shares	Sole	2022-04-21
2021-12-31	$395,190	1,743	—	Shares	Sole	2022-02-03
No filing history on record for this holder in this stock.