Position in EXR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$695,551
+$61,407 QoQ
Shares Held
4,787
-1.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#407
of 787 holders
Holding Since
Mar 2020
21 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 Jun 30, 2026Atria Investments, Inc holds $21,454,001 across 9 REIT - Industrial names. EXR ranks #5 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
111,883 | $15,156,790 | |
| 2 | STAG |
STAG Industrial, Inc.
|
46,592 | $1,773,291 | |
| 3 | PSA |
Public Storage
|
5,457 | $1,737,017 | |
| 4 | EGP |
Eastgroup Properties Inc
|
5,023 | $1,017,308 | |
| 5 | EXR |
Extra Space Storage Inc.
This page
|
4,787 | $695,551 | |
| 6 | FR |
First Industrial Realty Trust Inc
|
6,748 | $413,719 | |
| 7 | LXP |
LXP Industrial Trust
|
4,383 | $236,156 | |
| 8 | TRNO |
Terreno Realty Corp
|
3,353 | $217,173 |
All Filings in EXR
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $695,551 | 4,787 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $634,144 | 4,836 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $275,805 | 2,118 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $462,987 | 3,285 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $510,732 | 3,464 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $585,793 | 3,945 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $658,988 | 4,405 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $812,296 | 4,508 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,175,210 | 7,562 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,187,907 | 8,081 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $1,164,476 | 7,263 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $1,750,070 | 10,133 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,796,807 | 10,562 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,052,299 | 9,982 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,134,662 | 9,415 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,446,057 | 8,608 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,740,259 | 10,623 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,469,449 | 11,086 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,165,435 | 10,059 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,129,921 | 10,561 | Shares | Sole | 2020-11-05 | |
| 2020-03-31 | $4,544,290 | 47,455 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||