ELEVATION WEALTH PARTNERS, LLC
Position in EXR — Extra Space Storage Inc.
CIK 1976256
WALNUT CREEK, CA
Position in EXR
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$15,983
+$5,493 QoQ
Shares Held
110
+37.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#671
of 787 holders
Holding Since
Dec 2023
10 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, 2026ELEVATION WEALTH PARTNERS, LLC holds $1,559,060 across 10 REIT - Industrial names. EXR ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
|
2,505 | $797,366 | |
| 2 | PLD |
Prologis, Inc.
|
3,861 | $523,049 | |
| 3 | EGP |
Eastgroup Properties Inc
|
458 | $92,758 | |
| 4 | CUBE |
CubeSmart
|
1,417 | $56,354 | |
| 5 | FR |
First Industrial Realty Trust Inc
|
387 | $23,726 | |
| 6 | 432 | $19,211 | |||
| 7 | EXR |
Extra Space Storage Inc.
This page
|
110 | $15,983 | |
| 8 | LINE |
Lineage, Inc.
|
278 | $12,023 |
All Filings in EXR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,983 | 110 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $10,490 | 80 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $8,464 | 65 | Shares | Sole | 2026-01-09 | |
| 2025-06-30 | $9,583 | 65 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $9,651 | 65 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $9,724 | 65 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $11,712 | 65 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $10,101 | 65 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $9,555 | 65 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $20,522 | 128 | Shares | Sole | 2024-01-17 | |
| No filing history on record for this holder in this stock. | ||||||