Position in EXR
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$1,159,844
-$73,078 QoQ
Shares Held
8,845
-6.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Common Shares in EXR Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Mar 31, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $33,438,459 across 11 REIT - Industrial names. EXR ranks #7 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
|
37,969 | $10,285,042 | |
| 2 | PLD |
Prologis, Inc.
|
76,890 | $10,163,320 | |
| 3 | SMA |
SmartStop Self Storage REIT, Inc.
|
130,324 | $3,946,210 | |
| 4 | COLD |
Americold Realty Trust
|
220,049 | $2,521,761 | |
| 5 | STAG |
STAG Industrial, Inc.
|
54,593 | $1,968,623 | |
| 6 | IIPR |
Innovative Industrial Properties Inc
|
27,428 | $1,375,788 | |
| 7 | EXR |
Extra Space Storage Inc.
This page
|
8,845 | $1,159,844 | |
| 8 | CUBE |
CubeSmart
|
31,110 | $1,140,181 |
All Filings in EXR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,159,844 | 8,845 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,232,922 | 9,468 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,525,252 | 10,822 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,067,489 | 20,805 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $3,216,144 | 21,659 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,150,875 | 21,062 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,718,581 | 20,637 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $3,157,775 | 20,319 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $3,024,084 | 20,572 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $3,062,303 | 19,100 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,833,304 | 15,079 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1,712,519 | 11,505 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,841,923 | 11,305 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,432,472 | 30,116 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $5,984,919 | 34,653 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,615,424 | 15,374 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $3,139,923 | 15,272 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,872,442 | 12,669 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,920,461 | 11,432 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,681,284 | 10,263 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,284,409 | 9,690 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,107,969 | 9,563 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $321,183 | 3,002 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $301,957 | 3,269 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $309,783 | 3,235 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||