Position in EXR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,162
+$113 QoQ
Shares Held
8
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#764
of 787 holders
Holding Since
Sep 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXR Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Colonial Trust Co / SC holds $2,346,912 across 6 REIT - Industrial names. EXR ranks #6 (0.0% of the industry book) .
All Filings in EXR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,162 | 8 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,049 | 8 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,041 | 8 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $563 | 4 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,179 | 8 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $593 | 4 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,244 | 15 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $360 | 2 | Shares | Sole | 2024-11-12 | |
| 2023-12-31 | $0 | 0 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,282 | 27 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||