Position in EXR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$843,464
+$197,783 QoQ
Shares Held
5,805
+17.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#35
of 138 holders
Holding Since
Jun 2023
11 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, 2026Merit Financial Group, LLC holds $22,134,174 across 12 REIT - Industrial names. EXR ranks #8 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
69,964 | $9,478,019 | |
| 2 | SMA |
SmartStop Self Storage REIT, Inc.
|
116,966 | $3,801,394 | |
| 3 | PSA |
Public Storage
|
6,056 | $1,927,681 | |
| 4 | CUBE |
CubeSmart
|
47,751 | $1,899,055 | |
| 5 | LINE |
Lineage, Inc.
|
22,180 | $959,282 | |
| 6 | STAG |
STAG Industrial, Inc.
|
22,807 | $868,032 | |
| 7 | FR |
First Industrial Realty Trust Inc
|
14,027 | $859,993 | |
| 8 | EXR |
Extra Space Storage Inc.
This page
|
5,805 | $843,464 |
All Filings in EXR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $843,464 | 5,805 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $645,681 | 4,924 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $660,604 | 5,073 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $925,550 | 6,567 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $1,861,430 | 12,625 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,349,625 | 9,089 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $467,350 | 3,124 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $214,065 | 1,188 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $416,343 | 2,679 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $424,095 | 2,885 | Shares | Sole | 2024-05-06 | |
| 2023-06-30 | $329,256 | 2,212 | Shares | Sole | 2023-08-01 | |
| No filing history on record for this holder in this stock. | ||||||