Position in EXR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$257,326
-$3,098 QoQ
Shares Held
1,771
-10.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#540
of 787 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in EXR Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $3,233,886 across 9 REIT - Industrial names. EXR ranks #7 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
4,792 | $649,172 | |
| 2 | CUBE |
CubeSmart
|
13,522 | $537,769 | |
| 3 | EGP |
Eastgroup Properties Inc
|
2,306 | $467,034 | |
| 4 | LINE |
Lineage, Inc.
|
8,427 | $364,467 | |
| 5 | STAG |
STAG Industrial, Inc.
|
7,105 | $270,416 | |
| 6 | PSA |
Public Storage
|
843 | $268,335 | |
| 7 | EXR |
Extra Space Storage Inc.
This page
|
1,771 | $257,326 | |
| 8 | FR |
First Industrial Realty Trust Inc
|
3,961 | $242,848 |
All Filings in EXR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,326 | 1,771 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $260,424 | 1,986 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $204,054 | 1,567 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||