Position in EXR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$90,957
+$8,870 QoQ
Shares Held
626
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#609
of 787 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXR Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Sherman Asset Management, Inc. holds $332,389 across 3 REIT - Industrial names. EXR ranks #3 (27.4% of the industry book) .
All Filings in EXR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $90,957 | 626 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $82,087 | 626 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $81,517 | 626 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $88,228 | 626 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $92,297 | 626 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $92,954 | 626 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $93,649 | 626 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||