Position in EXR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$631,764
+$431,660 QoQ
Shares Held
4,348
+184.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#413
of 787 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 40%
Shared 0%
None 60%
Common Shares in EXR Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Cresset Asset Management, LLC holds $9,927,602 across 8 REIT - Industrial names. EXR ranks #4 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
38,024 | $5,151,111 | |
| 2 | LINE |
Lineage, Inc.
|
35,089 | $1,517,599 | |
| 3 | PSA |
Public Storage
|
3,725 | $1,185,704 | |
| 4 | EXR |
Extra Space Storage Inc.
This page
|
4,348 | $631,764 | |
| 5 | EGP |
Eastgroup Properties Inc
|
2,259 | $457,515 | |
| 6 | STAG |
STAG Industrial, Inc.
|
11,219 | $426,995 | |
| 7 | FR |
First Industrial Realty Trust Inc
|
4,687 | $287,359 | |
| 8 | SMA |
SmartStop Self Storage REIT, Inc.
|
8,294 | $269,555 |
All Filings in EXR
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $631,764 | 4,348 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $200,104 | 1,526 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $353,547 | 2,715 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $205,067 | 1,455 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $213,640 | 1,449 | Shares | Sole | 2026-01-22 | |
| 2022-03-31 | $374,397 | 1,821 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $438,042 | 1,932 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $420,814 | 2,505 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $356,308 | 2,175 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $328,591 | 2,479 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $210,401 | 1,816 | Shares | Sole | 2021-02-11 | |
| 2020-06-30 | $210,603 | 2,280 | Shares | Defined | 2020-08-04 | |
| 2020-03-31 | $237,484 | 2,480 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||