Position in EXR
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$2,090,430
+$423,506 QoQ
Shares Held
14,387
+13.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 17%
Shared 12%
None 72%
Common Shares in EXR Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Corient Private Wealth LLC holds $90,645,236 across 16 REIT - Industrial names. EXR ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
182,647 | $24,743,188 | |
| 2 | EGP |
Eastgroup Properties Inc
|
98,210 | $19,890,471 | |
| 3 | PSA |
Public Storage
|
62,376 | $19,854,904 | |
| 4 | FR |
First Industrial Realty Trust Inc
|
173,817 | $10,656,719 | |
| 5 | CUBE |
CubeSmart
|
161,619 | $6,427,587 | |
| 6 | EXR |
Extra Space Storage Inc.
This page
|
14,387 | $2,090,430 | |
| 7 | STAG |
STAG Industrial, Inc.
|
42,037 | $1,599,928 | |
| 8 | IIPR |
Innovative Industrial Properties Inc
|
22,006 | $1,363,931 |
All Filings in EXR
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,090,430 | 14,387 | Shares | Other | 2026-08-27 | |
| 2026-03-31 | $1,666,924 | 12,712 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,507,036 | 11,573 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $1,721,862 | 12,217 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,732,271 | 11,749 | Shares | Defined | 2025-09-26 | |
| 2025-03-31 | $1,576,071 | 10,614 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,553,146 | 10,382 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $1,795,051 | 9,962 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $1,988,470 | 12,795 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $1,758,120 | 11,960 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,828,883 | 11,407 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,475,737 | 12,138 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $1,077,227 | 7,237 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,754,756 | 10,770 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||