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Adelante Capital Management LLC: EXR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Adelante Capital Management LLC on EXR, newest first. How the timeline and the estimate are built.

Adelante Capital Management LLC held 189,610 EXR shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 189,610 shares
    Change vs previous 13F -6,550 shares

    1.81% of the 13F portfolio, value $27,550,276.

    13F-HR 0001067926-26-000005 filed by Adelante Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 196,160 shares
    Change vs previous 13F -25,271 shares

    0.27% of the 13F portfolio, value $3,883,968.

    13F-HR 0001067926-26-000004 filed by Adelante Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 221,431 shares
    Change vs previous 13F -16,910 shares

    1.94% of the 13F portfolio, value $28,834,864.

    13F-HR 0001067926-26-000003 filed by Adelante Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 238,341 shares
    Change vs previous 13F -4,729 shares

    0.32% of the 13F portfolio, value $4,719,152.

    13F-HR 0001067926-25-000009 filed by Adelante Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 243,070 shares
    Change vs previous 13F +57,020 shares

    2.64% of the 13F portfolio, value $35,838,000.

    13F-HR 0001067926-25-000008 filed by Adelante Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 186,050 shares
    Change vs previous 13F -105,062 shares

    2.09% of the 13F portfolio, value $27,626,000.

    13F-HR 0001067926-25-000005 filed by Adelante Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 291,112 shares
    Change vs previous 13F +14,876 shares

    0.38% of the 13F portfolio, value $5,764,000.

    13F-HR 0001067926-25-000003 filed by Adelante Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 276,236 shares
    Change vs previous 13F not available

    3.21% of the 13F portfolio, value $49,775,000.

    13F-HR/A 0001067926-25-000004 filed by Adelante Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).