Position in EXR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,303,311
-$2,466,261 QoQ
Shares Held
57,146
-30.4% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#171
of 794 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in EXR Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $374,872,200 across 13 REIT - Industrial names. EXR ranks #5 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
2,102,309 | $284,799,797 | |
| 2 | PSA |
Public Storage
|
102,176 | $32,523,638 | |
| 3 | TRNO |
Terreno Realty Corp
|
328,519 | $21,278,173 | |
| 4 | COLD |
Americold Realty Trust
|
792,810 | $12,462,971 | |
| 5 | EXR |
Extra Space Storage Inc.
This page
|
57,146 | $8,303,311 | |
| 6 | SMA |
SmartStop Self Storage REIT, Inc.
|
114,567 | $3,723,427 | |
| 7 | STAG |
STAG Industrial, Inc.
|
76,278 | $2,903,139 | |
| 8 | EGP |
Eastgroup Properties Inc
|
12,728 | $2,577,801 |
All Filings in EXR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,303,311 | 57,146 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $10,769,572 | 82,129 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $10,532,581 | 80,883 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $13,132,505 | 93,178 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $12,251,967 | 83,098 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $12,402,624 | 83,525 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $12,836,875 | 85,808 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $24,719,723 | 137,187 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $21,951,194 | 141,247 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $21,508,305 | 146,315 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $22,134,195 | 138,054 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $14,920,295 | 122,720 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $6,920,779 | 46,495 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $6,751,328 | 41,437 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $5,310,547 | 36,082 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $8,463,997 | 49,007 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $8,080,018 | 47,496 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $8,063,014 | 39,217 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $8,799,162 | 38,809 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,056,162 | 30,098 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,325,502 | 26,404 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $3,602,841 | 27,181 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $2,987,332 | 25,784 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $2,382,131 | 22,265 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,124,880 | 12,178 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,098,844 | 11,475 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||