Position in EXR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$18,162
+$1,640 QoQ
Shares Held
125
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#669
of 787 holders
Holding Since
Sep 2021
19 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, 2026Bell Investment Advisors, Inc holds $145,206 across 11 REIT - Industrial names. EXR ranks #2 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
584 | $79,114 | |
| 2 | EXR |
Extra Space Storage Inc.
This page
|
125 | $18,162 | |
| 3 | EGP |
Eastgroup Properties Inc
|
54 | $10,936 | |
| 4 | STAG |
STAG Industrial, Inc.
|
258 | $9,819 | |
| 5 | PSA |
Public Storage
|
28 | $8,912 | |
| 6 | FR |
First Industrial Realty Trust Inc
|
113 | $6,928 | |
| 7 | CUBE |
CubeSmart
|
160 | $6,363 | |
| 8 | COLD |
Americold Realty Trust
|
149 | $2,342 |
All Filings in EXR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,162 | 125 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $16,522 | 126 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $16,407 | 126 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $7,610 | 54 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $10,615 | 72 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $9,651 | 65 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $9,724 | 65 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $9,910 | 55 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $9,169 | 59 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $7,791 | 53 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $7,856 | 49 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,565 | 54 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $13,098 | 88 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $15,804 | 97 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $14,865 | 101 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $15,889 | 92 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $10,887 | 64 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $13,377 | 59 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $9,911 | 59 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||