Position in EXR
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$606,476
-$619,415 QoQ
Shares Held
4,625
-50.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
9 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 Mar 31, 2026Jefferies Financial Group Inc. holds $53,096,429 across 5 REIT - Industrial names. EXR ranks #4 (1.1% of the industry book) .
All Filings in EXR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $606,476 | 4,625 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $1,225,891 | 9,414 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $611,679 | 4,340 | Shares | Defined | 2025-11-13 | |
| 2024-12-31 | $995,288 | 6,653 | Shares | Defined | 2025-02-27 | |
| 2024-09-30 | $1,621,710 | 9,000 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,398,690 | 9,000 | Shares | Defined | 2024-08-13 | |
| 2023-09-30 | $4,615,784 | 37,965 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $305,737 | 2,054 | Shares | Defined | 2023-08-14 | |
| 2022-12-31 | $3,190,862 | 21,680 | Shares | Defined | 2023-09-21 | |
| No filing history on record for this holder in this stock. | ||||||