Position in EXR
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$1,049
+$529 QoQ
Shares Held
8
+100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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 Mar 31, 2026BROWN, LISLE/CUMMINGS, INC. holds $19,195 across 5 REIT - Industrial names. EXR ranks #4 (5.5% of the industry book) .
All Filings in EXR
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,049 | 8 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $520 | 4 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $563 | 4 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $589 | 4 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $593 | 4 | Shares | Sole | 2025-04-22 | |
| No filing history on record for this holder in this stock. | ||||||