Position in EXR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$33,419
+$23,322 QoQ
Shares Held
230
+198.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#646
of 787 holders
Holding Since
Dec 2024
7 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, 2026True Wealth Design, LLC holds $428,829 across 12 REIT - Industrial names. EXR ranks #5 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FR |
First Industrial Realty Trust Inc
|
1,754 | $107,537 | |
| 2 | CUBE |
CubeSmart
|
2,687 | $106,861 | |
| 3 | LINE |
Lineage, Inc.
|
1,328 | $57,436 | |
| 4 | EGP |
Eastgroup Properties Inc
|
216 | $43,746 | |
| 5 | EXR |
Extra Space Storage Inc.
This page
|
230 | $33,419 | |
| 6 | PLD |
Prologis, Inc.
|
182 | $24,655 | |
| 7 | COLD |
Americold Realty Trust
|
1,490 | $23,422 | |
| 8 | PSA |
Public Storage
|
45 | $14,323 |
All Filings in EXR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,419 | 230 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $10,097 | 77 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $18,361 | 141 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $101,476 | 720 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $14,891 | 101 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $53,604 | 361 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $8,826 | 59 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||