MONEY CONCEPTS CAPITAL CORP
Position in EXR — Extra Space Storage Inc.
CIK 716851
PALM BEACH GARDENS, FL
Position in EXR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,225,314
+$251,674 QoQ
Shares Held
8,433
+13.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#339
of 787 holders
Holding Since
Mar 2022
14 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, 2026MONEY CONCEPTS CAPITAL CORP holds $3,621,897 across 3 REIT - Industrial names. EXR ranks #1 (33.8% of the industry book) .
All Filings in EXR
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,225,314 | 8,433 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $973,640 | 7,425 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $884,844 | 6,795 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $883,975 | 6,272 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $880,069 | 5,969 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $816,249 | 5,497 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $757,724 | 5,065 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $875,002 | 4,856 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $729,028 | 4,691 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $640,626 | 4,358 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $675,309 | 4,212 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $485,712 | 3,995 | Shares | Sole | 2023-11-01 | |
| 2022-12-31 | $26,492 | 180 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $50,372 | 245 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||