Position in EXR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,213
+$411 QoQ
Shares Held
29
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#721
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, 2026Key Financial Inc holds $59,319 across 3 REIT - Industrial names. EXR ranks #2 (7.1% of the industry book) .
All Filings in EXR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,213 | 29 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,802 | 29 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,776 | 29 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,087 | 29 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $4,570 | 31 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $4,603 | 31 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $4,637 | 31 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $5,585 | 31 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $4,506 | 29 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $4,263 | 29 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,649 | 29 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $3,525 | 29 | Shares | Sole | 2023-11-01 | |
| No filing history on record for this holder in this stock. | ||||||