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Beacon Pointe Advisors, LLC

SEC CIK
0001744317
Latest filing
Aug 18, 2026

EXR holding history

Extra Space Storage Inc. in every 13F filed by Beacon Pointe Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EXR overviewAll 13F holders of EXRFull Q2 2026 holdings

Shares (Q2 2026)
9,069
Value
$1.32M
% of portfolio
<0.1%
Quarters held
6
Since Q1 2022
Holdings of EXR by Beacon Pointe Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,069$1.32M<0.1%+9,069NewHolders
Q3 20240$00.0%−1,555−100.0%Sold outHolders
Q2 20241,555$241.6K<0.1%−63−3.9%ReducedHolders
Q1 20241,618$237.8K<0.1%−512−24.0%ReducedHolders
Q4 20232,130$341.5K<0.1%+373+21.2%AddedHolders
Q3 20231,757$213.7K<0.1%+1,757NewHolders
Q2 20220$00.0%−1,256−100.0%Sold outHolders
Q1 20221,256$258.0K<0.1%+1,256NewHolders