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NEOS Investment Management LLC: EXR position timeline

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

NEOS Investment Management LLC held 78,926 EXR shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 78,926 shares
    Change vs previous 13F +8,227 shares

    0.04% of the 13F portfolio, value $11,467,948.

    13F-HR 0001172661-26-003274 filed by NEOS Investment Management 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 70,699 shares
    Change vs previous 13F +10,971 shares

    0.05% of the 13F portfolio, value $9,270,760.

    13F-HR 0001172661-26-002245 filed by NEOS Investment Management 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 59,728 shares
    Change vs previous 13F +13,748 shares

    0.04% of the 13F portfolio, value $7,777,781.

    13F-HR 0001172661-26-001028 filed by NEOS Investment Management 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 45,980 shares
    Change vs previous 13F +18,910 shares

    0.05% of the 13F portfolio, value $6,480,422.

    13F-HR 0001172661-25-004623 filed by NEOS Investment Management 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 27,070 shares
    Change vs previous 13F +9,077 shares

    0.05% of the 13F portfolio, value $3,991,201.

    13F-HR 0001172661-25-003105 filed by NEOS Investment Management 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 17,993 shares
    Change vs previous 13F +7,067 shares

    0.05% of the 13F portfolio, value $2,671,781.

    13F-HR 0001172661-25-001962 filed by NEOS Investment Management 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 10,926 shares
    Change vs previous 13F +2,485 shares

    0.04% of the 13F portfolio, value $1,634,530.

    13F-HR 0001172661-25-000673 filed by NEOS Investment Management 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 8,441 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,520,984.

    13F-HR 0001172661-24-004619 filed by NEOS Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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