Aegis Wealth Management, Inc.
Position in EXR — Extra Space Storage Inc.
CIK 2096565
Guthrie Center, IA
Position in EXR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$780,551
+$48,322 QoQ
Shares Held
5,372
-3.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.57%
of 13F equity value
Holder Rank
#388
of 787 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXR Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Aegis Wealth Management, Inc. holds $2,805,962 across 3 REIT - Industrial names. EXR ranks #2 (27.8% of the industry book) .
All Filings in EXR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $780,551 | 5,372 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $732,229 | 5,584 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $729,883 | 5,605 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||