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Disclosery

&PARTNERS: EXR position timeline

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

&PARTNERS held 3,179 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 3,179 shares
    Change vs previous 13F -163 shares

    <0.01% of the 13F portfolio, value $461,899.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 3,342 shares
    Change vs previous 13F -166 shares

    <0.01% of the 13F portfolio, value $436,703.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 3,508 shares
    Change vs previous 13F -954 shares

    <0.01% of the 13F portfolio, value $456,441.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 4,462 shares
    Change vs previous 13F +489 shares

    <0.01% of the 13F portfolio, value $619,944.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 3,973 shares
    Change vs previous 13F +1,451 shares

    <0.01% of the 13F portfolio, value $587,387.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 2,522 shares
    Change vs previous 13F +417 shares

    <0.01% of the 13F portfolio, value $367,440.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 2,105 shares
    Change vs previous 13F +499 shares

    <0.01% of the 13F portfolio, value $311,569.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    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 1,606 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $289,023.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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