Position in EXR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,085
+$4,434 QoQ
Shares Held
35
+600.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#718
of 787 holders
Holding Since
Sep 2020
6 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, 2026Crewe Advisors LLC holds $112,964 across 5 REIT - Industrial names. EXR ranks #4 (4.5% of the industry book) .
All Filings in EXR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,085 | 35 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $651 | 5 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $704 | 5 | Shares | Sole | 2025-11-13 | |
| 2022-09-30 | $5,354 | 31 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,273 | 31 | Shares | Sole | 2022-08-02 | |
| 2020-09-30 | $1,604 | 15 | Shares | Sole | 2020-10-13 | |
| No filing history on record for this holder in this stock. | ||||||