Position in EXR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$510,729
+$217,129 QoQ
Shares Held
3,515
+57.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#440
of 787 holders
Holding Since
Sep 2023
6 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, 2026Impact Partnership Wealth, LLC holds $2,120,173 across 5 REIT - Industrial names. EXR ranks #2 (24.1% of the industry book) .
All Filings in EXR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $510,729 | 3,515 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $293,600 | 2,239 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $376,596 | 2,892 | Shares | Sole | 2026-02-10 | |
| 2024-03-31 | $1,617 | 11 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $10,100 | 63 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $349,773 | 2,877 | Shares | Sole | 2023-10-17 | |
| No filing history on record for this holder in this stock. | ||||||