Position in EXR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$4,698,387
+$698,029 QoQ
Shares Held
35,830
+16.6% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in EXR Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Mar 31, 2026Cetera Investment Advisers holds $102,229,187 across 15 REIT - Industrial names. EXR ranks #4 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
383,870 | $50,739,936 | |
| 2 | PSA |
Public Storage
|
86,334 | $23,386,153 | |
| 3 | SMA |
SmartStop Self Storage REIT, Inc.
|
316,180 | $9,573,930 | |
| 4 | EXR |
Extra Space Storage Inc.
This page
|
35,830 | $4,698,387 | |
| 5 | EGP |
Eastgroup Properties Inc
|
16,426 | $3,040,288 | |
| 6 | STAG |
STAG Industrial, Inc.
|
72,699 | $2,621,525 | |
| 7 | FR |
First Industrial Realty Trust Inc
|
24,088 | $1,393,490 | |
| 8 | REXR |
Rexford Industrial Realty, Inc.
|
41,602 | $1,361,633 |
All Filings in EXR
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,698,387 | 35,830 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,000,358 | 30,720 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,040,063 | 57,046 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,606,258 | 38,024 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,836,696 | 39,307 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $6,584,494 | 44,014 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,796,821 | 43,270 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $7,093,378 | 45,643 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $6,681,150 | 45,450 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $961,178 | 5,995 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $621,273 | 5,110 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $531,989 | 3,574 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $667,361 | 4,096 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $628,752 | 4,272 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $462,171 | 2,676 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $452,349 | 2,659 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $518,523 | 2,522 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $528,280 | 2,330 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $416,111 | 2,477 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $213,129 | 1,301 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||