Position in EXR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$889,381
+$125,943 QoQ
Shares Held
6,121
+5.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#364
of 773 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in EXR Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026NewEdge Advisors, LLC holds $105,183,965 across 13 REIT - Industrial names. EXR ranks #4 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
706,097 | $95,654,960 | |
| 2 | PSA |
Public Storage
|
15,493 | $4,931,576 | |
| 3 | STAG |
STAG Industrial, Inc.
|
37,715 | $1,435,432 | |
| 4 | EXR |
Extra Space Storage Inc.
This page
|
6,121 | $889,381 | |
| 5 | REXR |
Rexford Industrial Realty, Inc.
|
22,943 | $768,590 | |
| 6 | CUBE |
CubeSmart
|
14,439 | $574,239 | |
| 7 | IIPR |
Innovative Industrial Properties Inc
|
6,793 | $421,030 | |
| 8 | LINE |
Lineage, Inc.
|
5,681 | $245,703 |
All Filings in EXR
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $889,381 | 6,121 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $763,438 | 5,822 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $752,801 | 5,781 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $781,371 | 5,544 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,078,228 | 7,313 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $506,202 | 3,409 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $466,452 | 3,118 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,005,280 | 5,579 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $428,931 | 2,760 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $389,403 | 2,649 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $426,958 | 2,663 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $357,323 | 2,939 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,390,110 | 9,339 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,454,801 | 8,929 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $418,579 | 2,844 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $339,893 | 1,968 | Shares | Sole | 2022-11-14 | |
| 2021-12-31 | $592,445 | 2,613 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||