Position in EXR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,307
New position
Shares Held
9
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#755
of 785 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, 2026Planning Strategies Inc. holds $12,020 across 8 REIT - Industrial names. EXR ranks #3 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
56 | $7,586 | |
| 2 | PSA |
Public Storage
|
5 | $1,591 | |
| 3 | EXR |
Extra Space Storage Inc.
This page
|
9 | $1,307 | |
| 4 | REXR |
Rexford Industrial Realty, Inc.
|
14 | $469 | |
| 5 | FR |
First Industrial Realty Trust Inc
|
7 | $429 | |
| 6 | CUBE |
CubeSmart
|
9 | $357 | |
| 7 | STAG |
STAG Industrial, Inc.
|
4 | $152 | |
| 8 | LINE |
Lineage, Inc.
|
3 | $129 |
All Filings in EXR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,307 | 9 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||