Position in EXR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$15,111
New position
Shares Held
104
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#677
of 787 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Oakmont Advisory Group, LLC holds $17,339 across 2 REIT - Industrial names. EXR ranks #1 (87.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXR |
Extra Space Storage Inc.
This page
|
104 | $15,111 | |
| 2 | PSA |
Public Storage
|
7 | $2,228 |
All Filings in EXR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,111 | 104 | Shares | Sole | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||