Position in EXR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,732,466
+$359,541 QoQ
Shares Held
25,688
-0.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#237
of 787 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXR Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026MOODY LYNN LIEBERSON & WALKER, LLC holds $5,005,706 across 2 REIT - Industrial names. EXR ranks #1 (74.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXR |
Extra Space Storage Inc.
This page
|
25,688 | $3,732,466 | |
| 2 | PSA |
Public Storage
|
4,000 | $1,273,240 |
All Filings in EXR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,732,466 | 25,688 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,372,925 | 25,722 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,386,631 | 26,007 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $3,838,782 | 27,237 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $4,170,930 | 28,289 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,182,963 | 28,170 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $4,186,256 | 27,983 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $5,063,519 | 28,101 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $4,363,757 | 28,079 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $4,128,348 | 28,084 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $5,954,976 | 37,142 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $6,777,598 | 55,746 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $8,878,307 | 59,646 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $9,613,195 | 59,002 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $8,792,974 | 59,743 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $11,170,364 | 64,677 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $11,563,736 | 67,974 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $15,505,735 | 75,417 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $12,578,300 | 55,477 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $9,335,372 | 55,571 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $9,423,745 | 57,525 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $7,636,735 | 57,614 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $6,614,215 | 57,088 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $6,058,094 | 56,623 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $5,287,351 | 57,241 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $5,623,697 | 58,727 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||