Position in EXR
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$103,889
+$10,132 QoQ
Shares Held
715
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#602
of 787 holders
Holding Since
Sep 2024
8 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, 2026DiNuzzo Private Wealth, Inc. holds $126,147 across 3 REIT - Industrial names. EXR ranks #1 (82.4% of the industry book) .
All Filings in EXR
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $103,889 | 715 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $93,757 | 715 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $93,107 | 715 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $100,772 | 715 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $105,419 | 715 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $106,170 | 715 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $106,964 | 715 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $128,835 | 715 | Shares | Sole | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||