DIVERSIFY WEALTH MANAGEMENT, LLC

Position in EXR — Extra Space Storage Inc.

CIK 2030780 SANDY, UT

Position in EXR

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

Position Value

$2,862,991

+$282,222 QoQ

Shares Held

19,704

+0.1% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#258

of 787 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

DIVERSIFY WEALTH MANAGEMENT, LLC holds $8,386,586 across 5 REIT - Industrial names. EXR ranks #1 (34.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EXR	Extra Space Storage Inc. This page	19,704	$2,862,991
2	PSA	Public Storage	6,371	$2,027,953
3	TRNO	Terreno Realty Corp	23,059	$1,493,531
4	PLD	Prologis, Inc.	7,502	$1,016,295
5	COLD	Americold Realty Trust	62,711	$985,816

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,862,991	19,704	+0.1%	Shares	Sole	2026-07-30
2026-03-31	$2,580,769	19,681	-2.0%	Shares	Sole	2026-05-01
2025-12-31	$2,613,906	20,073	-4.0%	Shares	Sole	2026-02-03
2025-09-30	$2,946,068	20,903	-1.3%	Shares	Sole	2025-11-12
2025-06-30	$3,121,157	21,169	-0.1%	Shares	Sole	2025-08-14
2025-03-31	$3,146,503	21,190	-0.2%	Shares	Sole	2025-05-01
2024-12-31	$3,176,606	21,234	-2.0%	Shares	Sole	2025-01-16
2024-09-30	$3,902,915	21,660	-0.7%	Shares	Sole	2024-10-25
2024-06-30	$3,388,715	21,805	—	Shares	Sole	2024-08-08
No filing history on record for this holder in this stock.