Position in EXR
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$18,743
New position
Shares Held
129
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#667
of 787 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Buck Wealth Strategies, LLC holds $88,628 across 5 REIT - Industrial names. EXR ranks #2 (21.1% of the industry book) .
All Filings in EXR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,743 | 129 | Shares | Sole | 2026-07-30 | |
| No filing history on record for this holder in this stock. | ||||||