Position in EXR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$470,423,278
+$49,943,527 QoQ
Shares Held
3,237,600
+1.0% QoQ
Ownership
1.53%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#13
of 787 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 6%
None 1%
Common Shares in EXR Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $3,666,631,449 across 16 REIT - Industrial names. EXR ranks #3 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
11,540,071 | $1,563,333,416 | |
| 2 | PSA |
Public Storage
|
2,281,126 | $726,105,215 | |
| 3 | EXR |
Extra Space Storage Inc.
This page
|
3,237,600 | $470,423,278 | |
| 4 | EGP |
Eastgroup Properties Inc
|
801,279 | $162,283,034 | |
| 5 | CUBE |
CubeSmart
|
3,352,420 | $133,325,740 | |
| 6 | FR |
First Industrial Realty Trust Inc
|
2,010,476 | $123,262,281 | |
| 7 | STAG |
STAG Industrial, Inc.
|
2,979,868 | $113,413,774 | |
| 8 | REXR |
Rexford Industrial Realty, Inc.
|
3,307,189 | $110,790,830 |
All Filings in EXR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $470,423,278 | 3,237,600 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $420,479,751 | 3,206,587 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $413,182,328 | 3,172,956 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $438,980,460 | 3,114,662 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $450,487,585 | 3,055,396 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $459,005,900 | 3,091,157 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $469,241,342 | 3,136,640 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $560,770,558 | 3,112,107 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $485,968,932 | 3,127,012 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $452,950,365 | 3,081,295 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $491,578,191 | 3,066,040 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $373,137,163 | 3,069,067 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $292,187,785 | 1,962,968 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $316,198,248 | 1,940,700 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $276,400,651 | 1,877,977 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $320,459,948 | 1,855,480 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $322,975,880 | 1,898,518 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $393,865,247 | 1,915,687 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $440,143,240 | 1,941,266 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $331,652,577 | 1,974,240 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $326,973,580 | 1,995,932 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $262,763,541 | 1,982,373 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $223,909,182 | 1,932,584 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $211,502,218 | 1,976,841 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $181,300,418 | 1,962,763 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $187,618,450 | 1,959,257 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||