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New Age Alpha Advisors, LLC: EXR position timeline

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

New Age Alpha Advisors, LLC held 39,246 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 39,246 shares
    Change vs previous 13F -21,466 shares

    0.24% of the 13F portfolio, value $5,702,444.

    13F-HR 0001764807-26-000009 filed by New Age Alpha Advisors, 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 60,712 shares
    Change vs previous 13F +3,503 shares

    0.37% of the 13F portfolio, value $7,961,165.

    13F-HR 0001764807-26-000005 filed by New Age Alpha Advisors, 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 57,209 shares
    Change vs previous 13F -224 shares

    0.32% of the 13F portfolio, value $7,449,756.

    13F-HR 0001764807-26-000002 filed by New Age Alpha Advisors, 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 57,433 shares
    Change vs previous 13F -2,129 shares

    0.34% of the 13F portfolio, value $8,094,608.

    13F-HR 0001764807-25-000004 filed by New Age Alpha Advisors, 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 59,562 shares
    Change vs previous 13F -7,836 shares

    0.39% of the 13F portfolio, value $8,781,821.

    13F-HR 0001855205-25-000042 filed by New Age Alpha Advisors, 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 67,398 shares
    Change vs previous 13F -12,632 shares

    0.45% of the 13F portfolio, value $10,007,930.

    13F-HR 0001855205-25-000022 filed by New Age Alpha Advisors, 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/A 80,030 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $11,972,488.

    13F-HR/A 0001855205-25-000012 filed by New Age Alpha Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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