Position in EXR
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$15,023,432
+$1,674,971 QoQ
Shares Held
114,569
+11.8% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in EXR Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Mar 31, 2026LPL Financial LLC holds $277,357,785 across 16 REIT - Industrial names. EXR ranks #4 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
1,276,905 | $168,781,302 | |
| 2 | PSA |
Public Storage
|
141,064 | $38,211,416 | |
| 3 | NSA |
National Storage Affiliates Trust
|
471,091 | $17,778,974 | |
| 4 | EXR |
Extra Space Storage Inc.
This page
|
114,569 | $15,023,432 | |
| 5 | SMA |
SmartStop Self Storage REIT, Inc.
|
290,336 | $8,791,374 | |
| 6 | STAG |
STAG Industrial, Inc.
|
139,256 | $5,021,571 | |
| 7 | CUBE |
CubeSmart
|
134,998 | $4,947,676 | |
| 8 | EGP |
Eastgroup Properties Inc
|
25,946 | $4,802,345 |
All Filings in EXR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,023,432 | 114,569 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $13,348,461 | 102,507 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $16,703,785 | 118,517 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $18,364,831 | 124,558 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $16,934,690 | 114,046 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $16,586,152 | 110,870 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $18,841,567 | 104,565 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $16,304,218 | 104,911 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $14,740,572 | 100,276 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $16,314,058 | 101,753 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $12,936,841 | 106,406 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,563,566 | 37,377 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $5,410,905 | 33,210 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $4,276,609 | 29,057 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $5,298,224 | 30,677 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,859,818 | 28,567 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $5,670,242 | 27,579 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $8,158,652 | 35,984 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,430,400 | 26,373 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,393,858 | 20,717 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,110,991 | 15,926 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,691,208 | 14,597 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $338,516 | 3,164 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $324,865 | 3,517 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $237,484 | 2,480 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||