Position in EXR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$278,685
+$21,015 QoQ
Shares Held
1,918
-2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#524
of 787 holders
Holding Since
Sep 2023
12 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, 2026NAPLES GLOBAL ADVISORS, LLC holds $4,508,392 across 4 REIT - Industrial names. EXR ranks #4 (6.2% of the industry book) .
All Filings in EXR
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $278,685 | 1,918 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $257,670 | 1,965 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $255,882 | 1,965 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $276,947 | 1,965 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $271,289 | 1,840 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $273,221 | 1,840 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $275,264 | 1,840 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $331,549 | 1,840 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $285,954 | 1,840 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $270,480 | 1,840 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $302,061 | 1,884 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $286,077 | 2,353 | Shares | Sole | 2023-10-16 | |
| No filing history on record for this holder in this stock. | ||||||