Position in EXR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$799,731
+$136,476 QoQ
Shares Held
5,504
+8.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#385
of 787 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXR Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026BENJAMIN EDWARDS INC holds $12,293,583 across 4 REIT - Industrial names. EXR ranks #3 (6.5% of the industry book) .
All Filings in EXR
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $799,731 | 5,504 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $663,255 | 5,058 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $313,569 | 2,408 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $676,933 | 4,803 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $646,081 | 4,382 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $706,663 | 4,759 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $694,292 | 4,641 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $834,099 | 4,629 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $267,926 | 1,724 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $238,140 | 1,620 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $144,617 | 902 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $102,370 | 842 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $112,679 | 757 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $123,826 | 760 | Shares | Defined | 2023-04-27 | |
| No filing history on record for this holder in this stock. | ||||||