CREATIVE FINANCIAL DESIGNS INC /ADV

Position in EXR — Extra Space Storage Inc.

CIK 819864 KOKOMO, IN

Position in EXR

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$64,513

+$13,111 QoQ

Shares Held

444

+13.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#627

of 787 holders

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

CREATIVE FINANCIAL DESIGNS INC /ADV holds $3,775,850 across 9 REIT - Industrial names. EXR ranks #5 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSA	Public Storage	6,034	$1,920,682
2	PLD	Prologis, Inc.	11,507	$1,558,853
3	LXP	LXP Industrial Trust	1,798	$96,876
4	EGP	Eastgroup Properties Inc	475	$96,201
5	EXR	Extra Space Storage Inc. This page	444	$64,513
6	SMA	SmartStop Self Storage REIT, Inc.	840	$27,300
7	CUBE	CubeSmart	188	$7,476
8	REXR	Rexford Industrial Realty, Inc.	105	$3,517

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$64,513	444	+13.3%	Shares	Sole	2026-07-28
2026-03-31	$51,402	392	+20.6%	Shares	Sole	2026-04-13
2025-12-31	$42,321	325	+39.5%	Shares	Sole	2026-02-06
2025-09-30	$32,839	233	+35.5%	Shares	Sole	2025-11-12
2025-06-30	$25,359	172	+45.8%	Shares	Sole	2025-08-04
2025-03-31	$17,521	118	+1.7%	Shares	Sole	2025-04-23
2024-12-31	$17,353	116	+231.4%	Shares	Sole	2025-02-10
2024-09-30	$6,306	35	0.0%	Shares	Sole	2024-10-28
2024-06-30	$5,439	35	0.0%	Shares	Sole	2024-08-06
2024-03-31	$5,145	35	-77.3%	Shares	Sole	2024-05-01
2023-06-30	$22,922	154	+75.0%	Shares	Sole	2023-07-26
2023-03-31	$14,337	88	—	Shares	Sole	2023-04-25
No filing history on record for this holder in this stock.