Position in EXR
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$13,222
+$5,617 QoQ
Shares Held
91
+56.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#683
of 787 holders
Holding Since
Dec 2023
10 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, 2026Dogwood Wealth Management LLC holds $154,652 across 8 REIT - Industrial names. EXR ranks #4 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
558 | $75,592 | |
| 2 | PSA |
Public Storage
|
68 | $21,645 | |
| 3 | EGP |
Eastgroup Properties Inc
|
83 | $16,809 | |
| 4 | EXR |
Extra Space Storage Inc.
This page
|
91 | $13,222 | |
| 5 | FR |
First Industrial Realty Trust Inc
|
173 | $10,606 | |
| 6 | STAG |
STAG Industrial, Inc.
|
221 | $8,411 | |
| 7 | TRNO |
Terreno Realty Corp
|
112 | $7,254 | |
| 8 | CUBE |
CubeSmart
|
28 | $1,113 |
All Filings in EXR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,222 | 91 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $7,605 | 58 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,297 | 33 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,382 | 24 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,961 | 54 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,484 | 10 | Shares | Sole | 2025-04-30 | |
| 2024-09-30 | $2 | 0 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $2 | 0 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $2 | 0 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $3 | 0 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||