Position in EXR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$735,653
+$187,792 QoQ
Shares Held
5,063
+21.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#400
of 787 holders
Holding Since
Mar 2020
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, 2026Values First Advisors, Inc. holds $2,375,040 across 3 REIT - Industrial names. EXR ranks #2 (31.0% of the industry book) .
All Filings in EXR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $735,653 | 5,063 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $547,861 | 4,178 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $531,558 | 4,082 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $533,739 | 3,787 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $549,361 | 3,726 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $558,173 | 3,759 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $557,409 | 3,726 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $651,567 | 3,616 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $562,895 | 3,622 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $530,229 | 3,607 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $583,601 | 3,640 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $583,219 | 4,797 | Shares | Sole | 2023-11-08 | |
| 2023-03-31 | $50 | 0 | Shares | Sole | 2023-05-15 | |
| 2021-06-30 | $764,711 | 4,668 | Shares | Sole | 2022-11-15 | |
| 2021-03-31 | $737,375 | 5,563 | Shares | Sole | 2022-11-15 | |
| 2020-12-31 | $608,960 | 5,256 | Shares | Sole | 2022-11-15 | |
| 2020-09-30 | $502,532 | 4,697 | Shares | Sole | 2022-11-15 | |
| 2020-06-30 | $414,094 | 4,483 | Shares | Sole | 2022-11-15 | |
| 2020-03-31 | $399,223 | 4,169 | Shares | Sole | 2023-01-09 | |
| No filing history on record for this holder in this stock. | ||||||