Position in EXR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$435
-$14,018 QoQ
Shares Held
3
-96.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#776
of 787 holders
Holding Since
Jun 2023
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXR Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026VALLEY NATIONAL ADVISERS INC holds $37,034 across 4 REIT - Industrial names. EXR ranks #4 (1.2% of the industry book) .
All Filings in EXR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $435 | 3 | Shares | Sole | 2026-07-29 | |
| 2024-06-30 | $14,453 | 93 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $11,760 | 80 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $11,543 | 72 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $5,471 | 45 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1 | 5 | Shares | Sole | 2023-07-31 | |
| No filing history on record for this holder in this stock. | ||||||