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Disclosery

Castellan Group: EXR position timeline

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

Castellan Group held 0 EXR shares at 2025-09-30 per its 13F-HR filed 2025-10-23.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -21,156 shares

    13F-HR 0001832521-25-000008 filed by Castellan Group
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F/A 21,156 shares
    Change vs previous 13F +1,573 shares

    0.57% of the 13F portfolio, value $3,119,241.

    13F-HR/A 0001832521-25-000006 filed by Castellan Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 19,583 shares
    Change vs previous 13F -1,602 shares

    0.81% of the 13F portfolio, value $2,907,880.

    13F-HR 0001832521-25-000004 filed by Castellan Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 21,185 shares
    Change vs previous 13F -1,947 shares

    1.37% of the 13F portfolio, value $3,169,276.

    13F-HR 0001832521-25-000002 filed by Castellan Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 23,132 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $4,168,155.

    13F-HR 0001832521-24-000010 filed by Castellan Group
    Filed (acceptance time not in the bulk data set), ingested

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