Position in EXR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,049,957
-$150,280 QoQ
Shares Held
8,007
-13.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 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 Mar 31, 2026Brown Financial Advisors holds $1,276,454 across 2 REIT - Industrial names. EXR ranks #1 (82.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXR |
Extra Space Storage Inc.
This page
|
8,007 | $1,049,957 | |
| 2 | CUBE |
CubeSmart
|
6,180 | $226,497 |
All Filings in EXR
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,049,957 | 8,007 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,200,237 | 9,217 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,505,521 | 10,682 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,718,265 | 11,654 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,689,816 | 11,380 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,446,033 | 9,666 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,645,855 | 9,134 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $839,680 | 5,403 | Shares | Sole | 2024-08-30 | |
| No filing history on record for this holder in this stock. | ||||||