Position in EXR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$294,087
+$42,974 QoQ
Shares Held
2,024
+5.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#504
of 773 holders
Holding Since
Jun 2021
18 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, 2026Clearstead Advisors, LLC holds $2,433,594 across 15 REIT - Industrial names. EXR ranks #3 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
9,421 | $1,276,262 | |
| 2 | PSA |
Public Storage
|
949 | $302,076 | |
| 3 | EXR |
Extra Space Storage Inc.
This page
|
2,024 | $294,087 | |
| 4 | COLD |
Americold Realty Trust
|
15,202 | $238,975 | |
| 5 | EGP |
Eastgroup Properties Inc
|
720 | $145,821 | |
| 6 | CUBE |
CubeSmart
|
1,583 | $62,955 | |
| 7 | SMA |
SmartStop Self Storage REIT, Inc.
|
1,823 | $59,247 | |
| 8 | LINE |
Lineage, Inc.
|
579 | $25,041 |
All Filings in EXR
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $294,087 | 2,024 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $251,113 | 1,915 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $148,971 | 1,144 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $478,209 | 3,393 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $578,112 | 3,921 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $438,639 | 2,954 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $480,814 | 3,214 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $474,079 | 2,631 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $402,822 | 2,592 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $23,373 | 159 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $34,791 | 217 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $16,534 | 136 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,572 | 24 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $6,354 | 39 | Shares | Sole | 2023-05-09 | |
| 2022-09-30 | $25,215 | 146 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $21,094 | 124 | Shares | Sole | 2022-08-12 | |
| 2021-09-30 | $4,871 | 29 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,802 | 11 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||