Position in EXR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$19,470
+$1,899 QoQ
Shares Held
134
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#665
of 787 holders
Holding Since
Sep 2024
8 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, 2026Caldwell Trust Co holds $187,073 across 4 REIT - Industrial names. EXR ranks #3 (10.4% 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 | $19,470 | 134 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $17,571 | 134 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $17,449 | 134 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $18,885 | 134 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $19,756 | 134 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $19,897 | 134 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $20,046 | 134 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $24,145 | 134 | Shares | Sole | 2025-09-24 | |
| No filing history on record for this holder in this stock. | ||||||