Position in EXR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$772,705
+$88,207 QoQ
Shares Held
5,318
+1.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#390
of 787 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 16%
Shared 2%
None 82%
Common Shares in EXR Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Savant Capital, LLC holds $9,208,077 across 5 REIT - Industrial names. EXR ranks #3 (8.4% of the industry book) .
All Filings in EXR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $772,705 | 5,318 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $684,498 | 5,220 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $659,824 | 5,067 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $708,364 | 5,026 | Shares | Sole | 2026-03-04 | |
| 2025-06-30 | $748,258 | 5,075 | Shares | Sole | 2026-03-04 | |
| 2025-03-31 | $743,192 | 5,005 | Shares | Sole | 2026-03-04 | |
| 2024-12-31 | $771,487 | 5,157 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $912,301 | 5,063 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $765,394 | 4,925 | Shares | Sole | 2024-08-05 | |
| No filing history on record for this holder in this stock. | ||||||