Position in EXR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,307
+$390 QoQ
Shares Held
9
+28.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#760
of 787 holders
Holding Since
Dec 2024
5 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, 2026Whipplewood Advisors, LLC holds $6,000 across 4 REIT - Industrial names. EXR ranks #3 (21.8% of the industry book) .
All Filings in EXR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,307 | 9 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $917 | 7 | Shares | Sole | 2026-04-30 | |
| 2025-06-30 | $1,032 | 7 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $3,563 | 24 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $2,393 | 16 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||