Position in EXR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,238,782
-$40,781 QoQ
Shares Held
15,408
-11.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#276
of 787 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in EXR Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Ethic Inc. holds $24,687,194 across 4 REIT - Industrial names. EXR ranks #3 (9.1% of the industry book) .
All Filings in EXR
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,238,782 | 15,408 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,279,563 | 17,384 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,606,613 | 20,017 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,162,834 | 22,441 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $831,414 | 5,639 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $594,108 | 4,001 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $663,326 | 4,434 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,326,127 | 18,459 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,911,450 | 18,734 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,713,473 | 18,459 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,120,663 | 19,464 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,189,412 | 18,008 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,074,697 | 7,220 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,288,124 | 7,906 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,267,072 | 8,609 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,061,984 | 11,939 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,041,610 | 12,001 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,012,412 | 9,788 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,437,921 | 6,342 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $605,603 | 3,605 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $620,058 | 3,785 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $237,264 | 1,790 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||