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D'Orazio & Associates, Inc.: EXR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D'Orazio & Associates, Inc. on EXR, newest first. How the timeline and the estimate are built.

D'Orazio & Associates, Inc. held 1,414 EXR shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,414 shares
    Change vs previous 13F +1,414 shares

    0.02% of the 13F portfolio, value $205,459.

    13F-HR 0001646821-26-000005 filed by D'Orazio & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -1,628 shares

    13F-HR 0001646821-26-000001 filed by D'Orazio & Associates, Inc.
    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.

  3. period ended2025-09-30
    13F 1,628 shares
    Change vs previous 13F -98 shares

    0.03% of the 13F portfolio, value $229,456.

    13F-HR 0001646821-25-000003 filed by D'Orazio & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 1,726 shares
    Change vs previous 13F -130 shares

    0.04% of the 13F portfolio, value $254,429.

    13F-HR 0001085146-25-004705 filed by D'Orazio & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 1,856 shares
    Change vs previous 13F +290 shares

    0.04% of the 13F portfolio, value $275,570.

    13F-HR 0001085146-25-002170 filed by D'Orazio & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 1,566 shares
    Change vs previous 13F +298 shares

    0.03% of the 13F portfolio, value $234,322.

    13F-HR 0001085146-25-000519 filed by D'Orazio & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 1,268 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $228,481.

    13F-HR 0001085146-24-005372 filed by D'Orazio & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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