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Disclosery

Capital Square, LLC: EXR position timeline

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

Capital Square, LLC held 6,141 EXR shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,141 shares
    Change vs previous 13F -21 shares

    0.39% of the 13F portfolio, value $884,079.

    13F-HR 0001798736-26-000003 filed by Capital Square, 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 6,162 shares
    Change vs previous 13F +439 shares

    0.4% of the 13F portfolio, value $875,564.

    13F-HR 0001798736-26-000002 filed by Capital Square, 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 5,723 shares
    Change vs previous 13F -1,784 shares

    0.38% of the 13F portfolio, value $745,224.

    13F-HR 0001798736-26-000001 filed by Capital Square, 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 7,507 shares
    Change vs previous 13F -174 shares

    0.54% of the 13F portfolio, value $1,058,107.

    13F-HR 0001798736-25-000007 filed by Capital Square, 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 7,681 shares
    Change vs previous 13F -80 shares

    0.62% of the 13F portfolio, value $1,154,063.

    13F-HR 0001798736-25-000003 filed by Capital Square, 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 7,761 shares
    Change vs previous 13F -389 shares

    0.68% of the 13F portfolio, value $1,152,372.

    13F-HR 0001798736-25-000002 filed by Capital Square, 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 8,150 shares
    Change vs previous 13F +40 shares

    0.7% of the 13F portfolio, value $1,239,079.

    13F-HR 0001798736-25-000001 filed by Capital Square, 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 8,110 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $1,461,364.

    13F-HR 0001798736-24-000004 filed by Capital Square, LLC
    Filed (acceptance time not in the bulk data set), ingested

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