Position in EXR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$59,427
+$5,795 QoQ
Shares Held
409
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#618
of 773 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, 2026Basecamp Wealth Advisors LLC holds $686,363 across 12 REIT - Industrial names. EXR ranks #4 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
2,235 | $302,775 | |
| 2 | FR |
First Industrial Realty Trust Inc
|
3,086 | $189,202 | |
| 3 | PSA |
Public Storage
|
195 | $62,070 | |
| 4 | EXR |
Extra Space Storage Inc.
This page
|
409 | $59,427 | |
| 5 | CUBE |
CubeSmart
|
775 | $30,821 | |
| 6 | TRNO |
Terreno Realty Corp
|
314 | $20,337 | |
| 7 | COLD |
Americold Realty Trust
|
956 | $15,028 | |
| 8 | EGP |
Eastgroup Properties Inc
|
14 | $2,835 |
All Filings in EXR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,427 | 409 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $53,632 | 409 | Shares | Sole | 2026-06-24 | |
| 2025-12-31 | $52,739 | 405 | Shares | Sole | 2026-06-24 | |
| No filing history on record for this holder in this stock. | ||||||