Position in EXR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$310,651
+$30,296 QoQ
Shares Held
2,138
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#506
of 787 holders
Holding Since
Jun 2021
17 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, 2026Fiduciary Group, LLC holds $913,086 across 3 REIT - Industrial names. EXR ranks #2 (34.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
4,447 | $602,435 | |
| 2 | EXR |
Extra Space Storage Inc.
This page
|
2,138 | $310,651 | |
| 3 | 7,170 | $0 |
All Filings in EXR
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $310,651 | 2,138 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $280,355 | 2,138 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $278,410 | 2,138 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $291,886 | 2,071 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $305,348 | 2,071 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $307,522 | 2,071 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $304,585 | 2,036 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $375,155 | 2,082 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $324,496 | 2,088 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $302,673 | 2,059 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $330,119 | 2,059 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $394,648 | 3,246 | Shares | Sole | 2023-11-13 | |
| 2022-06-30 | $198,700 | 1,168 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $240,140 | 1,168 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $264,820 | 1,168 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $196,212 | 1,168 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $191,341 | 1,168 | Shares | Sole | 2021-08-05 | |
| No filing history on record for this holder in this stock. | ||||||