Position in EXR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,530,295
+$46,561 QoQ
Shares Held
10,532
-6.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#322
of 794 holders
Holding Since
Mar 2020
25 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, 2026Advisory Services Network, LLC holds $6,524,136 across 5 REIT - Industrial names. EXR ranks #3 (23.5% of the industry book) .
All Filings in EXR
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,530,295 | 10,532 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $1,483,734 | 11,315 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,457,550 | 11,193 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,577,539 | 11,193 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $1,650,883 | 11,197 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $1,663,086 | 11,200 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,685,842 | 11,269 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,048,038 | 11,366 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,766,389 | 11,366 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,708,287 | 11,621 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,914,820 | 11,943 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,634,758 | 21,671 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $967,673 | 6,501 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,132,526 | 6,951 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $1,085,304 | 7,374 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,113,976 | 6,450 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,097,102 | 6,449 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,357,369 | 6,602 | Shares | Sole | 2022-05-23 | |
| 2021-12-31 | $1,756,930 | 7,749 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,110,748 | 6,612 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $863,002 | 5,268 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $650,024 | 4,904 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $467,147 | 4,032 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $43,758 | 409 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $33,037 | 345 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||