Position in EXR
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,836,010
+$170,922 QoQ
Shares Held
12,636
-0.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#298
of 787 holders
Holding Since
Mar 2024
10 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, 2026GeoWealth Management, LLC holds $10,592,811 across 5 REIT - Industrial names. EXR ranks #2 (17.3% of the industry book) .
All Filings in EXR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,836,010 | 12,636 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $1,665,088 | 12,698 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,719,555 | 13,205 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,731,306 | 12,284 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,560,062 | 10,581 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $1,449,559 | 9,762 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $1,411,924 | 9,438 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,387,102 | 7,698 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $1,231,779 | 7,926 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $946,533 | 6,439 | Shares | Other | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||