Position in EXR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,455,179
+$316,315 QoQ
Shares Held
10,015
+15.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#328
of 787 holders
Holding Since
Jun 2020
25 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, 2026Janney Montgomery Scott LLC holds $97,704,106 across 11 REIT - Industrial names. EXR ranks #5 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
432,251 | $58,557,042 | |
| 2 | PSA |
Public Storage
|
96,178 | $30,614,419 | |
| 3 | COLD |
Americold Realty Trust
|
113,225 | $1,779,897 | |
| 4 | STAG |
STAG Industrial, Inc.
|
38,779 | $1,475,928 | |
| 5 | EXR |
Extra Space Storage Inc.
This page
|
10,015 | $1,455,179 | |
| 6 | EGP |
Eastgroup Properties Inc
|
7,149 | $1,447,886 | |
| 7 | CUBE |
CubeSmart
|
20,218 | $804,069 | |
| 8 | LINE |
Lineage, Inc.
|
18,093 | $782,522 |
All Filings in EXR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,455,179 | 10,015 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,138,864 | 8,685 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,146,066 | 8,801 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $902,861 | 6,406 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $937,718 | 6,360 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $883,812 | 5,952 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $857,656 | 5,733 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,312,684 | 7,285 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,139,466 | 7,332 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $13,509,741 | 91,903 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $13,854,595 | 86,413 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $7,883,125 | 64,839 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $9,401,068 | 63,158 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $9,961,051 | 61,137 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $7,482,484 | 50,839 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $797,056 | 4,615 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $687,794 | 4,043 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $784,158 | 3,814 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $853,638 | 3,765 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $406,703 | 2,421 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $319,940 | 1,953 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $257,809 | 1,945 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $247,824 | 2,139 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $279,457 | 2,612 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $275,539 | 2,983 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||