Position in EXR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$300,625
+$90,031 QoQ
Shares Held
2,069
+28.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#508
of 787 holders
Holding Since
Sep 2024
6 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, 2026Compound Planning, Inc. holds $2,830,483 across 3 REIT - Industrial names. EXR ranks #3 (10.6% of the industry book) .
All Filings in EXR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $300,625 | 2,069 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $210,594 | 1,606 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $239,175 | 1,697 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $249,321 | 1,691 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $208,034 | 1,401 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $245,598 | 1,363 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||