Trifecta Capital Advisors, LLC
Position in EXR — Extra Space Storage Inc.
CIK 1962615
NORTHBROOK, IL
Position in EXR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$145
-$949 QoQ
Shares Held
1
-88.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#787
of 787 holders
Holding Since
Sep 2023
2 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, 2026Trifecta Capital Advisors, LLC holds $415 across 2 REIT - Industrial names. EXR ranks #2 (34.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
2 | $270 | |
| 2 | EXR |
Extra Space Storage Inc.
This page
|
1 | $145 |
All Filings in EXR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $145 | 1 | Shares | Sole | 2026-08-03 | |
| 2023-09-30 | $1,094 | 9 | Shares | Sole | 2023-11-01 | |
| No filing history on record for this holder in this stock. | ||||||