Position in EXR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$191,796
+$7,428 QoQ
Shares Held
1,320
-6.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#584
of 787 holders
Holding Since
Mar 2020
26 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, 2026Capital Analysts, LLC holds $4,707,706 across 8 REIT - Industrial names. EXR ranks #2 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
32,034 | $4,339,645 | |
| 2 | EXR |
Extra Space Storage Inc.
This page
|
1,320 | $191,796 | |
| 3 | EGP |
Eastgroup Properties Inc
|
335 | $67,847 | |
| 4 | TRNO |
Terreno Realty Corp
|
919 | $59,523 | |
| 5 | IIPR |
Innovative Industrial Properties Inc
|
344 | $21,320 | |
| 6 | PSA |
Public Storage
|
56 | $17,825 | |
| 7 | FR |
First Industrial Realty Trust Inc
|
159 | $9,748 | |
| 8 | LINE |
Lineage, Inc.
|
40 | $2 |
All Filings in EXR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $191,796 | 1,320 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $184,368 | 1,406 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $210,044 | 1,613 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $227,195 | 1,612 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $244,897 | 1,661 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $253,620 | 1,708 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $55,651 | 372 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $65,769 | 365 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $56,724 | 365 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $54,243 | 369 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $59,161 | 369 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $424,071 | 3,488 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $491,056 | 3,299 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $368,710 | 2,263 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $24,579 | 167 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $29,015 | 168 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $25,177 | 148 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $30,428 | 148 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $33,329 | 147 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $24,526 | 146 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $64,053 | 391 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $53,285 | 402 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $47,386 | 409 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $45,577 | 426 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $21,337 | 231 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $21,929 | 229 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||