Position in EXR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$854,218
+$86,977 QoQ
Shares Held
5,879
+0.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#375
of 787 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in EXR Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $23,433,597 across 10 REIT - Industrial names. EXR ranks #7 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
79,468 | $10,765,529 | |
| 2 | CUBE |
CubeSmart
|
78,768 | $3,132,603 | |
| 3 | PSA |
Public Storage
|
8,599 | $2,737,147 | |
| 4 | LXP |
LXP Industrial Trust
|
30,804 | $1,659,719 | |
| 5 | EGP |
Eastgroup Properties Inc
|
7,598 | $1,538,822 | |
| 6 | FR |
First Industrial Realty Trust Inc
|
18,262 | $1,119,643 | |
| 7 | EXR |
Extra Space Storage Inc.
This page
|
5,879 | $854,218 | |
| 8 | STAG |
STAG Industrial, Inc.
|
18,572 | $706,850 |
All Filings in EXR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $854,218 | 5,879 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $767,241 | 5,851 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $769,600 | 5,910 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,171,493 | 8,312 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,126,294 | 7,639 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $1,171,140 | 7,887 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $1,101,056 | 7,360 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $1,148,891 | 6,376 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $1,015,293 | 6,533 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $867,594 | 5,902 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $1,161,751 | 7,246 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $845,102 | 6,951 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $276,116 | 1,855 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $316,572 | 1,943 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $292,888 | 1,990 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $397,923 | 2,304 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $384,811 | 2,262 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $433,610 | 2,109 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $470,464 | 2,075 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $308,597 | 1,837 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $300,937 | 1,837 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $200,680 | 1,514 | Shares | Sole | 2021-05-12 | |
| 2020-09-30 | $264,800 | 2,475 | Shares | Sole | 2020-12-03 | |
| No filing history on record for this holder in this stock. | ||||||