Position in EXR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,531,316
+$49,154 QoQ
Shares Held
10,539
-6.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.16%
of 13F equity value
Holder Rank
#319
of 787 holders
Holding Since
Dec 2024
7 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, 2026RD Lewis Holdings, Inc. holds $3,246,327 across 3 REIT - Industrial names. EXR ranks #1 (47.2% of the industry book) .
All Filings in EXR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,531,316 | 10,539 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,482,162 | 11,303 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,626,317 | 12,489 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,824,609 | 12,946 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,762,055 | 11,951 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,837,118 | 12,372 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,815,246 | 12,134 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||