Position in EXR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$322,566
+$31,458 QoQ
Shares Held
2,220
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#500
of 787 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in EXR Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Choate Investment Advisors holds $1,093,254 across 2 REIT - Industrial names. EXR ranks #2 (29.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
5,689 | $770,688 | |
| 2 | EXR |
Extra Space Storage Inc.
This page
|
2,220 | $322,566 |
All Filings in EXR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $322,566 | 2,220 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $291,108 | 2,220 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $289,479 | 2,223 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $313,732 | 2,226 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $329,086 | 2,232 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $331,281 | 2,231 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $333,608 | 2,230 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $423,987 | 2,353 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $359,152 | 2,311 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $339,129 | 2,307 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||