NewEdge Wealth, LLC

Position in EXR — Extra Space Storage Inc.

CIK 1861796 STAMFORD, CT

Position in EXR

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$269,531

+$4,387 QoQ

Shares Held

1,855

-8.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#528

of 787 holders

Holding Since

Sep 2022

13 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Real Estate · as of Jun 30, 2026

NewEdge Wealth, LLC holds $3,242,271 across 6 REIT - Industrial names. EXR ranks #6 (8.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLD	Prologis, Inc.	11,978	$1,622,659
2	EGP	Eastgroup Properties Inc	2,345	$474,932
3	PSA	Public Storage	1,006	$320,219
4	STAG	STAG Industrial, Inc.	7,421	$282,443
5	TRNO	Terreno Realty Corp	4,207	$272,487
6	EXR	Extra Space Storage Inc. This page	1,855	$269,531

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$269,531	1,855	-8.3%	Shares	Sole	2026-08-10
2026-03-31	$265,144	2,022	-46.0%	Shares	Sole	2026-05-13
2025-12-31	$487,543	3,744	+14.6%	Shares	Sole	2026-02-03
2025-09-30	$460,450	3,267	-56.5%	Shares	Sole	2025-11-07
2025-06-30	$1,107,274	7,510	-8.1%	Shares	Sole	2025-08-11
2025-03-31	$1,213,757	8,174	-11.8%	Shares	Sole	2025-05-09
2024-12-31	$1,386,642	9,269	+14.0%	Shares	Sole	2025-02-05
2024-09-30	$1,465,305	8,132	+141.2%	Shares	Sole	2024-11-12
2024-06-30	$523,887	3,371	-1.5%	Shares	Sole	2024-08-02
2024-03-31	$503,328	3,424	-6.3%	Shares	Sole	2024-05-06
2023-12-31	$586,006	3,655	+30.3%	Shares	Sole	2024-01-29
2023-09-30	$341,031	2,805	+138.5%	Shares	Sole	2023-11-08
2022-09-30	$203,106	1,176	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.