Position in EXR
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$201,093
-$19,033 QoQ
Shares Held
1,384
-7.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#582
of 787 holders
Holding Since
Jun 2023
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXR Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Ballentine Partners, LLC holds $3,148,448 across 4 REIT - Industrial names. EXR ranks #4 (6.4% of the industry book) .
All Filings in EXR
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,093 | 1,384 | Shares | Other | 2026-07-17 | |
| 2025-06-30 | $220,126 | 1,493 | Shares | Other | 2025-07-15 | |
| 2023-06-30 | $228,037 | 1,532 | Shares | Other | 2023-07-26 | |
| No filing history on record for this holder in this stock. | ||||||