Position in EXR
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$206,180
+$20,107 QoQ
Shares Held
1,419
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#569
of 773 holders
Holding Since
Sep 2020
24 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, 2026HM PAYSON & CO holds $1,283,304 across 7 REIT - Industrial names. EXR ranks #3 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
4,051 | $548,788 | |
| 2 | EGP |
Eastgroup Properties Inc
|
1,300 | $263,289 | |
| 3 | EXR |
Extra Space Storage Inc.
This page
|
1,419 | $206,180 | |
| 4 | PSA |
Public Storage
|
568 | $180,800 | |
| 5 | NSA |
National Storage Affiliates Trust
|
977 | $43,447 | |
| 6 | STAG |
STAG Industrial, Inc.
|
1,000 | $38,060 | |
| 7 | ILPT |
Industrial Logistics Properties Trust
|
309 | $2,740 |
All Filings in EXR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,180 | 1,419 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $186,073 | 1,419 | Shares | Other | 2026-04-13 | |
| 2025-12-31 | $184,782 | 1,419 | Shares | Other | 2026-02-12 | |
| 2025-09-30 | $199,993 | 1,419 | Shares | Other | 2025-10-17 | |
| 2025-06-30 | $209,217 | 1,419 | Shares | Other | 2025-10-17 | |
| 2025-03-31 | $210,707 | 1,419 | Shares | Other | 2025-04-29 | |
| 2024-12-31 | $234,722 | 1,569 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $283,258 | 1,572 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $23,311 | 150 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $22,050 | 150 | Shares | Sole | 2024-06-20 | |
| 2023-12-31 | $24,049 | 150 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $18,237 | 150 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $22,327 | 150 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $24,439 | 150 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $29,436 | 200 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $34,542 | 200 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $43,210 | 254 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $52,222 | 254 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $46,252 | 204 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $34,269 | 204 | Shares | Sole | 2021-11-30 | |
| 2021-06-30 | $30,634 | 187 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $19,882 | 150 | Shares | Sole | 2021-06-15 | |
| 2020-12-31 | $52,137 | 450 | Shares | Sole | 2021-03-10 | |
| 2020-09-30 | $48,894 | 457 | Shares | Sole | 2020-12-21 | |
| No filing history on record for this holder in this stock. | ||||||