JONES FINANCIAL COMPANIES LLLP

Position in EXR — Extra Space Storage Inc.

CIK 815917 DES PERES, MO

Position in EXR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,225,896

+$371,978 QoQ

Shares Held

8,437

+29.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#340

of 792 holders

Holding Since

Mar 2021

11 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Real Estate · as of Jun 30, 2026

JONES FINANCIAL COMPANIES LLLP holds $166,141,574 across 17 REIT - Industrial names. EXR ranks #7 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLD	Prologis, Inc.	798,570	$108,182,277
2	PSA	Public Storage	53,889	$17,153,406
3	STAG	STAG Industrial, Inc.	416,857	$15,865,577
4	REXR	Rexford Industrial Realty, Inc.	345,361	$11,569,593
5	COLD	Americold Realty Trust	440,899	$6,930,932
6	EGP	Eastgroup Properties Inc	14,913	$3,020,329
7	EXR	Extra Space Storage Inc. This page	8,437	$1,225,896
8	FR	First Industrial Realty Trust Inc	17,670	$1,083,347

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,225,896	8,437	+29.6%	Shares	Sole	2026-08-14
2026-03-31	$853,918	6,512	+202.2%	Shares	Sole	2026-05-15
2025-12-31	$280,624	2,155	+9.1%	Shares	Sole	2026-02-17
2025-09-30	$278,355	1,975	-2.5%	Shares	Sole	2025-11-04
2025-06-30	$298,712	2,026	+27.3%	Shares	Sole	2025-08-13
2025-03-31	$236,247	1,591	+43.5%	Shares	Sole	2025-05-28
2024-12-31	$165,906	1,109	+20.0%	Shares	Sole	2025-02-06
2024-09-30	$166,495	924	+238.5%	Shares	Sole	2024-11-12
2024-06-30	$42,426	273	+162.5%	Shares	Sole	2024-08-14
2024-03-31	$15,288	104	-70.3%	Shares	Sole	2024-05-14
2021-03-31	$46,392	350	—	Shares	Sole	2021-04-30
No filing history on record for this holder in this stock.