Position in EXR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$479,344
+$153,093 QoQ
Shares Held
3,299
+32.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#450
of 787 holders
Holding Since
Mar 2025
6 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, 2026Segment Wealth Management, LLC holds $2,527,067 across 3 REIT - Industrial names. EXR ranks #3 (19.0% of the industry book) .
All Filings in EXR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $479,344 | 3,299 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $326,251 | 2,488 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $339,743 | 2,609 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $381,806 | 2,709 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $368,010 | 2,496 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $264,460 | 1,781 | Shares | Sole | 2025-04-22 | |
| No filing history on record for this holder in this stock. | ||||||