Position in EXR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$505,789
+$54,441 QoQ
Shares Held
3,481
+1.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#441
of 787 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in EXR Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $57,444,710 across 10 REIT - Industrial names. EXR ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
321,250 | $43,519,736 | |
| 2 | PSA |
Public Storage
|
22,898 | $7,288,662 | |
| 3 | EGP |
Eastgroup Properties Inc
|
9,732 | $1,971,020 | |
| 4 | TRNO |
Terreno Realty Corp
|
22,926 | $1,484,916 | |
| 5 | IIPR |
Innovative Industrial Properties Inc
|
15,087 | $935,092 | |
| 6 | CUBE |
CubeSmart
|
21,017 | $835,845 | |
| 7 | EXR |
Extra Space Storage Inc.
This page
|
3,481 | $505,789 | |
| 8 | FR |
First Industrial Realty Trust Inc
|
6,356 | $389,686 |
All Filings in EXR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $505,789 | 3,481 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $451,348 | 3,442 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $441,705 | 3,392 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $2,069,844 | 14,686 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $2,058,556 | 13,962 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $2,128,009 | 14,331 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $2,076,297 | 13,879 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $2,673,298 | 14,836 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $5,341,595 | 34,371 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $4,370,310 | 29,730 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $5,975,176 | 37,268 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $4,557,060 | 37,482 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,962,586 | 13,185 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $531,313 | 3,261 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $578,711 | 3,932 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $1,670,278 | 9,671 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $1,637,744 | 9,627 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $2,037,700 | 9,911 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $2,349,375 | 10,362 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,978,249 | 11,776 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $2,512,670 | 15,338 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $2,083,155 | 15,716 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,763,504 | 15,221 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $1,701,567 | 15,904 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $1,417,508 | 15,346 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $1,629,835 | 17,020 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||