Position in EXR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,137,699
+$157,896 QoQ
Shares Held
7,830
+4.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#350
of 787 holders
Holding Since
Sep 2024
8 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, 2026Howard Capital Management Inc. holds $2,630,348 across 3 REIT - Industrial names. EXR ranks #2 (43.3% of the industry book) .
All Filings in EXR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,137,699 | 7,830 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $979,803 | 7,472 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,069,887 | 8,216 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,157,117 | 8,210 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,203,405 | 8,162 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,165,646 | 7,850 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,200,988 | 8,028 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,435,213 | 7,965 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||