Position in EXR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$10,704,977
+$1,611,374 QoQ
Shares Held
73,675
+6.2% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#160
of 792 holders
Holding Since
Mar 2020
26 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, 2026Wealthfront Advisers LLC holds $37,381,528 across 3 REIT - Industrial names. EXR ranks #2 (28.6% of the industry book) .
All Filings in EXR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,704,977 | 73,675 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $9,093,603 | 69,348 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $8,168,570 | 62,729 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $7,182,302 | 50,960 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $7,325,261 | 49,683 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $7,027,734 | 47,328 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $6,497,427 | 43,432 | Shares | Sole | 2025-04-01 | |
| 2024-09-30 | $8,123,145 | 45,081 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,065,094 | 45,461 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,539,295 | 44,485 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $6,732,898 | 41,994 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,089,352 | 17,185 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $2,250,760 | 15,121 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,527,858 | 15,515 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $2,282,614 | 15,509 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,135,204 | 18,153 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,763,394 | 22,122 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $4,980,454 | 24,224 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $6,178,619 | 27,251 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $3,862,594 | 22,993 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,333,900 | 20,351 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,424,339 | 18,290 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,922,001 | 16,589 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,670,969 | 15,618 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,266,577 | 13,712 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,212,608 | 12,663 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||