Position in EXR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$13,222
-$1,464 QoQ
Shares Held
91
-18.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#682
of 787 holders
Holding Since
Sep 2022
8 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, 2026Activest Wealth Management holds $151,018 across 9 REIT - Industrial names. EXR ranks #4 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
734 | $99,434 | |
| 2 | LINE |
Lineage, Inc.
|
352 | $15,224 | |
| 3 | CUBE |
CubeSmart
|
336 | $13,362 | |
| 4 | EXR |
Extra Space Storage Inc.
This page
|
91 | $13,222 | |
| 5 | PSA |
Public Storage
|
16 | $5,092 | |
| 6 | COLD |
Americold Realty Trust
|
298 | $4,684 | |
| 7 | EGP |
Eastgroup Properties Inc
|
0 | $0 | |
| 8 | 0 | $0 |
All Filings in EXR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,222 | 91 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $14,686 | 112 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $13,282 | 102 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $6,060 | 43 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,032 | 7 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,375 | 16 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $0 | 0 | Shares | Sole | 2025-01-28 | |
| 2022-09-30 | $863 | 5 | Shares | Sole | 2022-10-13 | |
| No filing history on record for this holder in this stock. | ||||||