Position in EXR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,888,665
-$621,195 QoQ
Shares Held
14,403
-25.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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, 2026CWM, LLC holds $26,893,808 across 17 REIT - Industrial names. EXR ranks #5 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
73,203 | $9,675,972 | |
| 2 | PSA |
Public Storage
|
16,511 | $4,472,499 | |
| 3 | FR |
First Industrial Realty Trust Inc
|
50,089 | $2,897,648 | |
| 4 | CUBE |
CubeSmart
|
56,707 | $2,078,311 | |
| 5 | EXR |
Extra Space Storage Inc.
This page
|
14,403 | $1,888,665 | |
| 6 | LINE |
Lineage, Inc.
|
55,363 | $1,813,691 | |
| 7 | REXR |
Rexford Industrial Realty, Inc.
|
32,158 | $1,052,531 | |
| 8 | SMA |
SmartStop Self Storage REIT, Inc.
|
28,222 | $854,562 |
All Filings in EXR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,888,665 | 14,403 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,509,860 | 19,274 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $5,854,224 | 41,537 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $6,251,898 | 42,403 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,029,789 | 20,404 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $740,520 | 4,950 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $670,486 | 3,721 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $585,118 | 3,765 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $523,320 | 3,560 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $505,520 | 3,153 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $494,222 | 4,065 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $166,712 | 1,120 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $163,744 | 1,005 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $113,328 | 770 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $288,943 | 1,673 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $228,471 | 1,343 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $253,299 | 1,232 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $189,546 | 836 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $3,604 | 22 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $2,916 | 22 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $2,548 | 22 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $2,353 | 22 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $2,032 | 22 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $2,106 | 22 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||