Position in EXR
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$564,926
+$65,452 QoQ
Shares Held
3,888
+2.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#26
of 87 holders
Holding Since
Sep 2023
11 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 Jun 30, 2026CWA Asset Management Group, LLC holds $23,755,934 across 4 REIT - Industrial names. EXR ranks #4 (2.4% of the industry book) .
All Filings in EXR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $564,926 | 3,888 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $499,474 | 3,809 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $476,865 | 3,662 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $537,827 | 3,816 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $590,202 | 4,003 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $565,004 | 3,805 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $568,480 | 3,800 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $693,371 | 3,848 | Shares | Sole | 2024-11-01 | |
| 2024-03-31 | $554,043 | 3,769 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $598,030 | 3,730 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $454,830 | 3,741 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||