Position in EXR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$451,011
-$2,117,866 QoQ
Shares Held
3,104
-82.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#454
of 787 holders
Holding Since
Jun 2022
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXR Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026SHELTON CAPITAL MANAGEMENT holds $3,012,878 across 8 REIT - Industrial names. EXR ranks #3 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
4,969 | $673,150 | |
| 2 | PSA |
Public Storage
|
1,481 | $471,417 | |
| 3 | EXR |
Extra Space Storage Inc.
This page
|
3,104 | $451,011 | |
| 4 | EGP |
Eastgroup Properties Inc
|
1,723 | $348,959 | |
| 5 | CUBE |
CubeSmart
|
7,519 | $299,030 | |
| 6 | FR |
First Industrial Realty Trust Inc
|
4,554 | $279,205 | |
| 7 | STAG |
STAG Industrial, Inc.
|
6,480 | $246,628 | |
| 8 | REXR |
Rexford Industrial Realty, Inc.
|
7,268 | $243,478 |
All Filings in EXR
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $451,011 | 3,104 | Shares | Sole | 2026-08-14 | |
| 2025-03-31 | $2,568,877 | 17,300 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,588,080 | 17,300 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,053,139 | 16,944 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,762,971 | 11,344 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,667,568 | 11,344 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,818,783 | 11,344 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,458,221 | 28,444 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,233,889 | 28,444 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $4,096,711 | 25,144 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,576,474 | 24,300 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,342,620 | 25,144 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,341,837 | 19,644 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||