Position in EXR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,487
-$11,986 QoQ
Shares Held
24
-79.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#726
of 787 holders
Holding Since
Dec 2023
11 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, 2026Plato Investment Management Ltd holds $6,286,246 across 3 REIT - Industrial names. EXR ranks #3 (0.1% of the industry book) .
All Filings in EXR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,487 | 24 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $15,473 | 118 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $142,330 | 1,093 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $154,047 | 1,093 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $161,151 | 1,093 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $13,958 | 94 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $59,690 | 399 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $71,895 | 399 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $62,008 | 399 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $173,754 | 1,182 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $90,105 | 562 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||