Position in EXR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$496,926
+$91,997 QoQ
Shares Held
3,420
+10.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#447
of 792 holders
Holding Since
Jun 2025
4 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, 2026TRANSCEND CAPITAL ADVISORS, LLC holds $2,431,307 across 5 REIT - Industrial names. EXR ranks #2 (20.4% of the industry book) .
All Filings in EXR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $496,926 | 3,420 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $404,929 | 3,088 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $200,698 | 1,424 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $336,900 | 2,285 | Shares | Sole | 2025-08-01 | |
| No filing history on record for this holder in this stock. | ||||||