Position in EXR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$853,918
+$573,294 QoQ
Shares Held
6,512
+202.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
10 quarters on record
Voting authority
Sole 99.23218673218673.ToString("F0")%
Shared 0.ToString("F0")%
None 0.7678132678132679.ToString("F0")%
Common Shares in EXR Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $133,447,229 across 17 REIT - Industrial names. EXR ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
659,362 | $87,154,468 | |
| 2 | STAG |
STAG Industrial, Inc.
|
380,759 | $13,730,169 | |
| 3 | PSA |
Public Storage
|
50,099 | $13,570,816 | |
| 4 | REXR |
Rexford Industrial Realty, Inc.
|
342,055 | $11,195,459 | |
| 5 | COLD |
Americold Realty Trust
|
267,594 | $3,066,627 | |
| 6 | EGP |
Eastgroup Properties Inc
|
12,280 | $2,272,905 | |
| 7 | EXR |
Extra Space Storage Inc.
This page
|
6,512 | $853,918 | |
| 8 | FR |
First Industrial Realty Trust Inc
|
13,116 | $758,760 |
All Filings in EXR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $853,918 | 6,512 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $280,624 | 2,155 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $278,355 | 1,975 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $298,712 | 2,026 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $236,247 | 1,591 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $165,906 | 1,109 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $166,495 | 924 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $42,426 | 273 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $15,288 | 104 | Shares | Sole | 2024-05-14 | |
| 2021-03-31 | $46,392 | 350 | Shares | Sole | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||