Position in EXR
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$408,583
+$39,190 QoQ
Shares Held
2,812
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#465
of 787 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in EXR Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Orange Investment Advisors, Inc. holds $408,583 across 1 REIT - Industrial name. EXR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXR |
Extra Space Storage Inc.
This page
|
2,812 | $408,583 |
All Filings in EXR
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $408,583 | 2,812 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $369,393 | 2,817 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $366,829 | 2,817 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $396,323 | 2,812 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $414,601 | 2,812 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $417,553 | 2,812 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $420,675 | 2,812 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $516,064 | 2,864 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $445,094 | 2,864 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $421,008 | 2,864 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $459,185 | 2,864 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $348,205 | 2,864 | Shares | Sole | 2023-10-27 | |
| No filing history on record for this holder in this stock. | ||||||