HB Wealth Management, LLC

Position in EXR — Extra Space Storage Inc.

CIK 1911253 Atlanta, GA

Position in EXR

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$576,259

+$106,552 QoQ

Shares Held

3,966

+10.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#428

of 787 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

HB Wealth Management, LLC holds $8,977,311 across 10 REIT - Industrial names. EXR ranks #4 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLD	Prologis, Inc.	33,675	$4,561,952
2	PSA	Public Storage	3,252	$1,035,144
3	CUBE	CubeSmart	20,724	$824,193
4	EXR	Extra Space Storage Inc. This page	3,966	$576,259
5	EGP	Eastgroup Properties Inc	1,922	$389,262
6	COLD	Americold Realty Trust	23,211	$364,876
7	LINE	Lineage, Inc.	7,943	$343,534
8	FR	First Industrial Realty Trust Inc	5,449	$334,078

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$576,259	3,966	+10.7%	Shares	Sole	2026-07-29
2026-03-31	$469,707	3,582	+29.0%	Shares	Sole	2026-04-27
2025-12-31	$361,490	2,776	-21.3%	Shares	Sole	2026-01-28
2025-09-30	$497,095	3,527	+27.7%	Shares	Sole	2025-10-23
2025-06-30	$407,376	2,763	-10.4%	Shares	Sole	2025-07-17
2025-03-31	$457,646	3,082	+13.9%	Shares	Sole	2025-05-07
2024-12-31	$404,817	2,706	-1.4%	Shares	Sole	2025-01-15
2024-09-30	$494,621	2,745	+12.2%	Shares	Sole	2024-10-15
2024-06-30	$380,288	2,447	+59.2%	Shares	Sole	2024-07-26
2024-03-31	$225,939	1,537	+13.9%	Shares	Sole	2024-04-30
2023-12-31	$216,285	1,349	-42.9%	Shares	Sole	2024-01-16
2023-09-30	$287,171	2,362	—	Shares	Sole	2023-10-13
No filing history on record for this holder in this stock.