Position in EXR
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$37,487
+$34,340 QoQ
Shares Held
258
+975.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#643
of 787 holders
Holding Since
Dec 2021
17 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, 2026CoreCap Advisors, LLC holds $1,030,445 across 9 REIT - Industrial names. EXR ranks #5 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CUBE |
CubeSmart
|
16,970 | $674,896 | |
| 2 | PLD |
Prologis, Inc.
|
1,538 | $208,352 | |
| 3 | PSA |
Public Storage
|
204 | $64,935 | |
| 4 | SMA |
SmartStop Self Storage REIT, Inc.
|
1,209 | $39,292 | |
| 5 | EXR |
Extra Space Storage Inc.
This page
|
258 | $37,487 | |
| 6 | TRNO |
Terreno Realty Corp
|
41 | $2,655 | |
| 7 | IIPR |
Innovative Industrial Properties Inc
|
20 | $1,239 | |
| 8 | STAG |
STAG Industrial, Inc.
|
27 | $1,027 |
All Filings in EXR
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,487 | 258 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $3,147 | 24 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $3,646 | 28 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $105,705 | 750 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $103,650 | 703 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $134,977 | 909 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $143,915 | 962 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $297,313 | 1,650 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $370,342 | 2,383 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $447,615 | 3,045 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $454,214 | 2,833 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $356,958 | 2,936 | Shares | Sole | 2024-01-16 | |
| 2022-12-31 | $192,805 | 1,310 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $206,733 | 1,197 | Shares | Sole | 2023-02-10 | |
| 2022-06-30 | $201,422 | 1,184 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $269,747 | 1,312 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $98,174 | 433 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||