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CAPTRUST FINANCIAL ADVISORS: EXR position timeline

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

CAPTRUST FINANCIAL ADVISORS held 36,747 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 36,747 shares
    Change vs previous 13F +822 shares

    0.01% of the 13F portfolio, value $5,339,269.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 35,925 shares
    Change vs previous 13F -1,225 shares

    0.01% of the 13F portfolio, value $4,710,782.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 37,150 shares
    Change vs previous 13F -6,238 shares

    0.01% of the 13F portfolio, value $4,837,724.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 43,388 shares
    Change vs previous 13F -2,959 shares

    0.01% of the 13F portfolio, value $6,115,164.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 46,347 shares
    Change vs previous 13F +8,452 shares

    0.02% of the 13F portfolio, value $6,833,456.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 37,895 shares
    Change vs previous 13F +406 shares

    0.01% of the 13F portfolio, value $5,627,049.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 37,489 shares
    Change vs previous 13F +172 shares

    0.02% of the 13F portfolio, value $5,608,374.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 37,317 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,724,179.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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