Position in EXR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$215,189
+$6,457 QoQ
Shares Held
1,481
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#573
of 787 holders
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXR Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Stiles Financial Services Inc holds $4,172,737 across 2 REIT - Industrial names. EXR ranks #2 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
|
12,433 | $3,957,548 | |
| 2 | EXR |
Extra Space Storage Inc.
This page
|
1,481 | $215,189 |
All Filings in EXR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,189 | 1,481 | Shares | Sole | 2026-08-12 | |
| 2025-09-30 | $208,732 | 1,481 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $218,358 | 1,481 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $219,913 | 1,481 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $221,557 | 1,481 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $266,861 | 1,481 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $230,162 | 1,481 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||