Position in EXR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$235,386
-$22,022 QoQ
Shares Held
1,620
-17.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#556
of 792 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in EXR Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026PINNACLE ASSOCIATES LTD holds $7,593,277 across 5 REIT - Industrial names. EXR ranks #5 (3.1% of the industry book) .
All Filings in EXR
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,386 | 1,620 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $257,408 | 1,963 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $255,361 | 1,961 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||