Position in EXR
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$581
+$57 QoQ
Shares Held
4
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#775
of 787 holders
Holding Since
Mar 2026
2 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, 2026Nvest Wealth Strategies, Inc. holds $10,470 across 2 REIT - Industrial names. EXR ranks #2 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
73 | $9,889 | |
| 2 | EXR |
Extra Space Storage Inc.
This page
|
4 | $581 |
All Filings in EXR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $581 | 4 | Shares | Other | 2026-07-10 | |
| 2026-03-31 | $524 | 4 | Shares | Other | 2026-04-13 | |
| No filing history on record for this holder in this stock. | ||||||