Position in EXR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,470
+$1,946 QoQ
Shares Held
17
+325.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#738
of 787 holders
Holding Since
Mar 2025
6 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, 2026Hughes Financial Services, LLC holds $140,401 across 13 REIT - Industrial names. EXR ranks #4 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
931 | $126,122 | |
| 2 | PSA |
Public Storage
|
14 | $4,456 | |
| 3 | IIPR |
Innovative Industrial Properties Inc
|
50 | $3,099 | |
| 4 | EXR |
Extra Space Storage Inc.
This page
|
17 | $2,470 | |
| 5 | EGP |
Eastgroup Properties Inc
|
11 | $2,227 | |
| 6 | FR |
First Industrial Realty Trust Inc
|
13 | $797 | |
| 7 | STAG |
STAG Industrial, Inc.
|
18 | $685 | |
| 8 | NSA |
National Storage Affiliates Trust
|
4 | $177 |
All Filings in EXR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,470 | 17 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $524 | 4 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $260 | 2 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $986 | 7 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,621 | 11 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,227 | 15 | Shares | Sole | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||