Position in EXR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$137,163
+$13,377 QoQ
Shares Held
944
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#592
of 787 holders
Holding Since
Sep 2023
12 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, 2026BELLEVUE ASSET MANAGEMENT, LLC holds $211,790 across 4 REIT - Industrial names. EXR ranks #1 (64.8% of the industry book) .
All Filings in EXR
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $137,163 | 944 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $123,786 | 944 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $122,667 | 942 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $132,765 | 942 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $138,888 | 942 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $139,729 | 941 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $140,624 | 940 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $169,378 | 940 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $145,929 | 939 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $138,033 | 939 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $150,389 | 938 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $114,042 | 938 | Shares | Sole | 2023-10-25 | |
| No filing history on record for this holder in this stock. | ||||||