Position in EXR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$337,967
+$26,009 QoQ
Shares Held
2,326
-2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#486
of 787 holders
Holding Since
Sep 2023
12 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, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $8,489,942 across 4 REIT - Industrial names. EXR ranks #3 (4.0% of the industry book) .
All Filings in EXR
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $337,967 | 2,326 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $311,958 | 2,379 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $297,162 | 2,282 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $321,484 | 2,281 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $367,862 | 2,495 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $364,394 | 2,454 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $364,425 | 2,436 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $407,769 | 2,263 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $343,922 | 2,213 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $312,375 | 2,125 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $340,701 | 2,125 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $258,600 | 2,127 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||