SEC 13F Intelligence

Bnc Wealth Management, LLC / EXR

Bnc Wealth Management, LLC’s Extra Space Storage Inc Position

Does Bnc Wealth Management, LLC own Extra Space Storage Inc (EXR)? Not currently — the last reported position was 11.7K shares worth $2M in Q3 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q3 2022
Shares
11.7K
% of Portfolio
+1.23%
Quarters Held
2
position exited

Position History EXR

Reported value by quarter
Q2 ’22: $2MQ2 ’22Q3 ’22: $2MQ3 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202211.7K$2M+1.23%
Q2 202212.2K$2M+1.08%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bnc Wealth Management, LLC’s full portfolio or all institutional holders of EXR.