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MAI Capital Management: EXR position timeline

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

MAI Capital Management held 13,936 EXR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,936 shares
    Change vs previous 13F +617 shares

    0.01% of the 13F portfolio, value $2,025,056.

    13F-HR 0001172661-26-003680 filed by MAI Capital Management
    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 13,319 shares
    Change vs previous 13F -586 shares

    0.01% of the 13F portfolio, value $1,746,565.

    13F-HR 0001040197-26-000002 filed by MAI Capital Management
    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 13,905 shares
    Change vs previous 13F -3,133 shares

    0.01% of the 13F portfolio, value $1,810,669.

    13F-HR 0001040197-26-000001 filed by MAI Capital Management
    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 17,038 shares
    Change vs previous 13F +9,477 shares

    0.02% of the 13F portfolio, value $2,401,332.

    13F-HR 0001040197-25-000006 filed by MAI Capital Management
    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 7,561 shares
    Change vs previous 13F -20 shares

    0.01% of the 13F portfolio, value $1,114,864.

    13F-HR 0001040197-25-000005 filed by MAI Capital Management
    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 7,581 shares
    Change vs previous 13F -6 shares

    0.01% of the 13F portfolio, value $1,125,691.

    13F-HR 0001040197-25-000002 filed by MAI Capital Management
    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 7,587 shares
    Change vs previous 13F -126 shares

    0.01% of the 13F portfolio, value $1,134,954.

    13F-HR 0001040197-25-000001 filed by MAI Capital Management
    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 7,713 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,389,792.

    13F-HR 0001040197-24-000007 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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