Cape Investment Advisory, Inc.

Position in EXR — Extra Space Storage Inc.

CIK 1944437 MCDONOUGH, GA

Position in EXR

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$871

-$6,908 QoQ

Shares Held

-88.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#770

of 787 holders

Holding Since

Mar 2023

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Cape Investment Advisory, Inc. holds $182,835 across 6 REIT - Industrial names. EXR ranks #6 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STAG	STAG Industrial, Inc.	1,995	$75,929
2	PLD	Prologis, Inc.	467	$63,264
3	REXR	Rexford Industrial Realty, Inc.	980	$32,830
4	IIPR	Innovative Industrial Properties Inc	145	$8,987
5	PSA	Public Storage	3	$954
6	EXR	Extra Space Storage Inc. This page	6	$871

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$871	6	-88.5%	Shares	Sole	2026-07-23
2024-12-31	$7,779	52	+2.0%	Shares	Sole	2025-02-05
2024-09-30	$9,189	51	0.0%	Shares	Sole	2024-11-14
2024-06-30	$7,925	51	0.0%	Shares	Sole	2024-08-15
2024-03-31	$7,497	51	0.0%	Shares	Defined	2024-06-21
2023-12-31	$8,176	51	0.0%	Shares	Sole	2024-02-12
2023-09-30	$6,200	51	0.0%	Shares	Defined	2023-11-07
2023-06-30	$7,591	51	0.0%	Shares	Sole	2023-10-12
2023-03-31	$8,309	51	—	Shares	Sole	2023-10-12
No filing history on record for this holder in this stock.