Position in EXR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$72,068
+$30,894 QoQ
Shares Held
496
+58.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#613
of 773 holders
Holding Since
Dec 2023
11 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, 2026ROTHSCHILD INVESTMENT LLC holds $11,511,232 across 17 REIT - Industrial names. EXR ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSA |
Public Storage
|
23,726 | $7,552,223 | |
| 2 | CUBE |
CubeSmart
|
34,987 | $1,391,432 | |
| 3 | REXR |
Rexford Industrial Realty, Inc.
|
24,887 | $833,714 | |
| 4 | LINE |
Lineage, Inc.
|
15,361 | $664,363 | |
| 5 | PLD |
Prologis, Inc.
|
3,236 | $438,380 | |
| 6 | COLD |
Americold Realty Trust
|
27,504 | $432,362 | |
| 7 | FR |
First Industrial Realty Trust Inc
|
1,411 | $86,508 | |
| 8 | EXR |
Extra Space Storage Inc.
This page
|
496 | $72,068 |
All Filings in EXR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,068 | 496 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $41,174 | 314 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $29,690 | 228 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $79,490 | 564 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $44,821 | 304 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $45,734 | 308 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $42,935 | 287 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $98,563 | 547 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $84,853 | 546 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $26,313 | 179 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $23,568 | 147 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||