Position in EXR
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$21,027,351
+$2,627,396 QoQ
Shares Held
160,355
+13.5% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in EXR Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $682,753,439 across 13 REIT - Industrial names. EXR ranks #4 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
3,725,610 | $492,451,129 | |
| 2 | PSA |
Public Storage
|
191,889 | $51,978,892 | |
| 3 | EGP |
Eastgroup Properties Inc
|
156,837 | $29,028,960 | |
| 4 | EXR |
Extra Space Storage Inc.
This page
|
160,355 | $21,027,351 | |
| 5 | TRNO |
Terreno Realty Corp
|
285,817 | $17,554,880 | |
| 6 | FR |
First Industrial Realty Trust Inc
|
289,103 | $16,724,608 | |
| 7 | STAG |
STAG Industrial, Inc.
|
440,171 | $15,872,566 | |
| 8 | REXR |
Rexford Industrial Realty, Inc.
|
352,051 | $11,522,629 |
All Filings in EXR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,027,351 | 160,355 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $18,399,955 | 141,299 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $32,508,233 | 230,653 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $37,162,252 | 252,050 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $37,243,816 | 250,817 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $39,925,098 | 266,879 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $52,586,289 | 291,838 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $47,268,106 | 304,151 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $38,058,006 | 258,898 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $40,747,067 | 254,145 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $28,858,228 | 237,360 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $15,416,394 | 103,570 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $10,810,568 | 66,351 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $9,812,932 | 66,673 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $20,922,607 | 121,143 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $21,599,455 | 126,966 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $26,032,455 | 126,617 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $28,497,693 | 125,690 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $22,130,330 | 131,736 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $23,581,725 | 143,949 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $19,144,726 | 144,434 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $14,722,677 | 127,073 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $14,169,113 | 132,434 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $12,272,185 | 132,859 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $12,992,238 | 135,675 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||