Position in EXR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,734,164
+$709,654 QoQ
Shares Held
32,582
+6.2% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#209
of 773 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in EXR Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $69,067,652 across 17 REIT - Industrial names. EXR ranks #5 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
221,976 | $30,071,088 | |
| 2 | EGP |
Eastgroup Properties Inc
|
38,996 | $7,897,859 | |
| 3 | CUBE |
CubeSmart
|
186,070 | $7,400,003 | |
| 4 | PSA |
Public Storage
|
21,631 | $6,885,363 | |
| 5 | EXR |
Extra Space Storage Inc.
This page
|
32,582 | $4,734,164 | |
| 6 | LINE |
Lineage, Inc.
|
82,412 | $3,564,319 | |
| 7 | FR |
First Industrial Realty Trust Inc
|
52,789 | $3,236,493 | |
| 8 | STAG |
STAG Industrial, Inc.
|
45,500 | $1,731,730 |
All Filings in EXR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,734,164 | 32,582 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,024,510 | 30,691 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,923,658 | 30,131 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $4,981,806 | 35,347 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,605,730 | 31,238 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,044,422 | 27,237 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,543,425 | 23,686 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $650,485 | 3,610 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $559,320 | 3,599 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $489,363 | 3,329 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $541,755 | 3,379 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $397,445 | 3,269 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $339,080 | 2,278 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $346,877 | 2,129 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $406,952 | 2,765 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,113,288 | 6,446 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,491,442 | 8,767 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,130,632 | 10,363 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,368,421 | 10,446 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,812,612 | 10,790 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,541,710 | 9,411 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,161,270 | 8,761 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $245,854 | 2,122 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||