Atlantic Edge Private Wealth Management, LLC
Position in EXR — Extra Space Storage Inc.
CIK 2011145
JACKSONVILLE, FL
Position in EXR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,632
+$354 QoQ
Shares Held
25
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#723
of 787 holders
Holding Since
Dec 2023
11 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, 2026Atlantic Edge Private Wealth Management, LLC holds $20,235 across 3 REIT - Industrial names. EXR ranks #3 (17.9% of the industry book) .
All Filings in EXR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,632 | 25 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,278 | 25 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,255 | 25 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,523 | 25 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $3,686 | 25 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $3,712 | 25 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,740 | 25 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $4,504 | 25 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $3,885 | 25 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $3,675 | 25 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $4,008 | 25 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||