Private Wealth Management Group, LLC

Position in EXR — Extra Space Storage Inc.

CIK 2011342 PRINCETON, NJ

Position in EXR

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$14,094

-$1,379 QoQ

Shares Held

-17.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#665

of 773 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Private Wealth Management Group, LLC holds $69,387 across 10 REIT - Industrial names. EXR ranks #2 (20.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLD	Prologis, Inc.	181	$24,520
2	EXR	Extra Space Storage Inc. This page	97	$14,094
3	REXR	Rexford Industrial Realty, Inc.	246	$8,241
4	LINE	Lineage, Inc.	149	$6,444
5	FR	First Industrial Realty Trust Inc	74	$4,536
6	ILPT	Industrial Logistics Properties Trust	468	$4,151
7	TRNO	Terreno Realty Corp	45	$2,914
8	COLD	Americold Realty Trust	164	$2,578

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,094	97	-17.8%	Shares	Sole	2026-07-27
2026-03-31	$15,473	118	+24.2%	Shares	Sole	2026-04-23
2025-12-31	$12,370	95	-34.5%	Shares	Sole	2026-01-23
2025-09-30	$20,436	145	-0.7%	Shares	Sole	2025-10-17
2025-06-30	$21,526	146	+5.0%	Shares	Sole	2025-07-29
2025-03-31	$20,640	139	+0.7%	Shares	Sole	2025-05-02
2024-12-31	$20,644	138	-17.4%	Shares	Sole	2025-01-27
2024-09-30	$30,091	167	+1.2%	Shares	Sole	2024-10-29
2024-06-30	$25,642	165	+94.1%	Shares	Sole	2024-08-13
2024-03-31	$12,495	85	+41.7%	Shares	Sole	2024-04-30
2023-12-31	$9,619	60	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.