Pathstone Holdings, LLC

Position in EXR — Extra Space Storage Inc.

CIK 2011612 ENGLEWOOD, NJ

Position in EXR

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$1,930,756

+$98,953 QoQ

Shares Held

14,724

+4.7% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 36.00923662048356.ToString("F0")% Shared 0.28524857375713125.ToString("F0")% None 63.7055148057593.ToString("F0")%

Real Estate · as of Mar 31, 2026

Pathstone Holdings, LLC holds $39,315,360 across 11 REIT - Industrial names. EXR ranks #6 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLD	Prologis, Inc.	103,174	$13,637,539
2	EGP	Eastgroup Properties Inc	65,246	$12,076,381
3	STAG	STAG Industrial, Inc.	83,695	$3,018,040
4	PSA	Public Storage	8,351	$2,262,118
5	TRNO	Terreno Realty Corp	34,470	$2,117,146
6	EXR	Extra Space Storage Inc. This page	14,724	$1,930,756
7	CUBE	CubeSmart	48,851	$1,790,387
8	FR	First Industrial Realty Trust Inc	21,179	$1,225,204

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,930,756	14,724	+4.7%	Shares	Sole	2026-05-11
2025-12-31	$1,831,803	14,067	+5.2%	Shares	Other	2026-02-13
2025-09-30	$1,885,070	13,375	-5.8%	Shares	Other	2025-11-13
2025-06-30	$2,092,909	14,195	-10.3%	Shares	Sole	2025-08-12
2025-03-31	$2,349,556	15,823	+14.5%	Shares	Other	2025-05-15
2024-12-31	$2,068,219	13,825	+6.1%	Shares	Defined	2025-02-14
2024-09-30	$2,347,334	13,027	+1.1%	Shares	Sole	2024-11-07
2024-06-30	$2,001,524	12,879	+17.1%	Shares	Sole	2024-08-14
2024-03-31	$1,616,265	10,995	-10.1%	Shares	Defined	2024-05-13
2023-12-31	$1,960,834	12,230	—	Shares	Other	2024-02-14
No filing history on record for this holder in this stock.