Spire Wealth Management

Position in EXR — Extra Space Storage Inc.

CIK 1858740 MCLEAN, VA

Position in EXR

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$72,214

+$8,748 QoQ

Shares Held

497

+2.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#622

of 787 holders

Holding Since

Mar 2021

22 quarters on record

Real Estate · as of Jun 30, 2026

Spire Wealth Management holds $596,981 across 6 REIT - Industrial names. EXR ranks #3 (12.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLD	Prologis, Inc.	2,527	$342,332
2	PSA	Public Storage	290	$92,309
3	EXR	Extra Space Storage Inc. This page	497	$72,214
4	EGP	Eastgroup Properties Inc	219	$44,354
5	IIPR	Innovative Industrial Properties Inc	546	$33,841
6	CUBE	CubeSmart	300	$11,931

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$72,214	497	+2.7%	Shares	Sole	2026-07-15
2026-03-31	$63,466	484	-6.2%	Shares	Sole	2026-04-22
2025-12-31	$67,193	516	-15.4%	Shares	Sole	2026-01-14
2025-09-30	$85,973	610	+1.5%	Shares	Sole	2025-10-23
2025-06-30	$88,611	601	-45.5%	Shares	Sole	2025-08-04
2025-03-31	$163,784	1,103	+3.8%	Shares	Sole	2025-04-23
2024-12-31	$159,024	1,063	-37.9%	Shares	Sole	2025-01-24
2024-09-30	$308,665	1,713	-2.8%	Shares	Sole	2024-10-15
2024-06-30	$273,987	1,763	-4.2%	Shares	Sole	2024-07-31
2024-03-31	$270,480	1,840	+7.4%	Shares	Sole	2024-04-24
2023-12-31	$274,805	1,714	-7.0%	Shares	Sole	2024-02-06
2023-09-30	$224,193	1,844	+27.1%	Shares	Sole	2023-11-08
2023-06-30	$215,981	1,451	+7.4%	Shares	Sole	2023-08-09
2023-03-31	$220,118	1,351	-5.4%	Shares	Sole	2023-05-09
2022-12-31	$210,173	1,428	+15.9%	Shares	Sole	2023-02-03
2022-09-30	$212,778	1,232	-0.6%	Shares	Sole	2022-11-07
2022-06-30	$210,778	1,239	+63.0%	Shares	Sole	2022-07-22
2022-03-31	$156,256	760	+27.9%	Shares	Sole	2022-04-18
2021-12-31	$134,677	594	+5.9%	Shares	Sole	2022-01-14
2021-09-30	$94,242	561	-26.6%	Shares	Sole	2021-10-22
2021-06-30	$125,158	764	0.0%	Shares	Sole	2021-07-26
2021-03-31	$101,268	764	—	Shares	Sole	2021-05-21
No filing history on record for this holder in this stock.