Position in EXR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,068,972
+$111,068 QoQ
Shares Held
7,357
+0.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#356
of 787 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXR Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Horizon Investments, LLC holds $12,101,907 across 7 REIT - Industrial names. EXR ranks #3 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
42,000 | $5,689,740 | |
| 2 | PSA |
Public Storage
|
13,627 | $4,337,610 | |
| 3 | EXR |
Extra Space Storage Inc.
This page
|
7,357 | $1,068,972 | |
| 4 | EGP |
Eastgroup Properties Inc
|
1,371 | $277,668 | |
| 5 | CUBE |
CubeSmart
|
6,867 | $273,100 | |
| 6 | FR |
First Industrial Realty Trust Inc
|
4,230 | $259,341 | |
| 7 | STAG |
STAG Industrial, Inc.
|
5,136 | $195,476 |
All Filings in EXR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,068,972 | 7,357 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $957,904 | 7,305 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $932,244 | 7,159 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $925,693 | 6,568 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,780,128 | 18,856 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $456,012 | 3,071 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $435,784 | 2,913 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $522,010 | 2,897 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $463,588 | 2,983 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $432,621 | 2,943 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $486,601 | 3,035 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $350,150 | 2,880 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $272,544 | 1,831 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $273,722 | 1,680 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $240,197 | 1,632 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $616,747 | 3,571 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $365,758 | 2,150 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $735,636 | 3,578 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $785,392 | 3,464 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $453,237 | 2,698 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $509,971 | 3,113 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $536,694 | 4,049 | Shares | Sole | 2021-05-14 | |
| 2020-09-30 | $576,034 | 5,384 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $977,459 | 10,582 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||