Position in EXR
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$21,846,000
+$495,807 QoQ
Shares Held
150,351
-7.7% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#1
of 44 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in EXR Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Gradient Investments LLC holds $24,844,021 across 2 REIT - Industrial names. EXR ranks #1 (87.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXR |
Extra Space Storage Inc.
This page
|
150,351 | $21,846,000 | |
| 2 | CUBE |
CubeSmart
|
75,384 | $2,998,021 |
All Filings in EXR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,846,000 | 150,351 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $21,350,193 | 162,817 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $22,488,212 | 172,694 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $24,668,164 | 175,026 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $33,925,501 | 230,097 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $33,138,216 | 223,168 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $29,829,192 | 199,393 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $34,015,187 | 188,774 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $19,042,853 | 122,533 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $17,759,217 | 120,811 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $30,561,463 | 190,616 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $21,355,891 | 175,653 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $25,183,038 | 169,184 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $24,870,286 | 152,644 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $25,178,082 | 171,070 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $23,833 | 138 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $7,825 | 46 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $12,952 | 63 | Shares | Sole | 2022-05-26 | |
| 2021-12-31 | $16,324 | 72 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $14,279 | 85 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $23,098 | 141 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $22,931 | 173 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $9,966,624 | 86,023 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $9,330,490 | 87,209 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $7,973,193 | 86,318 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $8,629,508 | 90,116 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||