BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in EXR — Extra Space Storage Inc.
CIK 2010186
CINCINNATI, OH
Position in EXR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$125,539
+$13,686 QoQ
Shares Held
864
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#597
of 787 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXR Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $524,456 across 6 REIT - Industrial names. EXR ranks #2 (23.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
|
770 | $245,098 | |
| 2 | EXR |
Extra Space Storage Inc.
This page
|
864 | $125,539 | |
| 3 | PLD |
Prologis, Inc.
|
833 | $112,846 | |
| 4 | SMA |
SmartStop Self Storage REIT, Inc.
|
1,249 | $40,592 | |
| 5 | COLD |
Americold Realty Trust
|
13 | $204 | |
| 6 | NSA |
National Storage Affiliates Trust
|
4 | $177 |
All Filings in EXR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $125,539 | 864 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $111,853 | 853 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $110,426 | 848 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $113,738 | 807 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $173,389 | 1,176 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $174,772 | 1,177 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $175,929 | 1,176 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $211,903 | 1,176 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $182,762 | 1,176 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $216,972 | 1,476 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $236,647 | 1,476 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $179,452 | 1,476 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||