Skip to content
Disclosery

SHELTON CAPITAL MANAGEMENT: EXR position timeline

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

SHELTON CAPITAL MANAGEMENT held 3,104 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 3,104 shares
    Change vs previous 13F +3,104 shares

    0.01% of the 13F portfolio, value $451,011.

    13F-HR 0001999371-26-017998 filed by SHELTON 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 ended2025-06-30
    13F 0 shares
    Change vs previous 13F -17,300 shares

    13F-HR 0001999371-25-011223 filed by SHELTON CAPITAL MANAGEMENT
    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 ended2025-03-31
    13F 17,300 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $2,568,877.

    13F-HR 0001999371-25-006211 filed by SHELTON 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 ended2024-12-31
    13F 17,300 shares
    Change vs previous 13F +356 shares

    0.06% of the 13F portfolio, value $2,588,080.

    13F-HR 0001839882-25-008781 filed by SHELTON 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 ended2024-09-30
    13F 16,944 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,053,139.

    13F-HR 0001999371-24-014737 filed by SHELTON CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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