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Vert Asset Management LLC: EXR position timeline

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

Vert Asset Management LLC held 109,611 EXR shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 109,611 shares
    Change vs previous 13F +4,387 shares

    4.36% of the 13F portfolio, value $15,926,478.

    13F-HR 0001904664-26-000003 filed by Vert Asset 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 105,224 shares
    Change vs previous 13F +1,732 shares

    4.38% of the 13F portfolio, value $13,798,023.

    13F-HR 0001904664-26-000002 filed by Vert Asset 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 103,492 shares
    Change vs previous 13F +6,571 shares

    4.48% of the 13F portfolio, value $13,476,728.

    13F-HR 0001904664-26-000001 filed by Vert Asset 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 96,921 shares
    Change vs previous 13F +3,521 shares

    4.59% of the 13F portfolio, value $13,660,046.

    13F-HR 0001904664-25-000007 filed by Vert Asset 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 93,400 shares
    Change vs previous 13F -5,870 shares

    5.01% of the 13F portfolio, value $13,770,896.

    13F-HR 0001904664-25-000004 filed by Vert Asset 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 99,270 shares
    Change vs previous 13F +5,797 shares

    5.07% of the 13F portfolio, value $14,740,602.

    13F-HR 0001904664-25-000003 filed by Vert Asset 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 93,473 shares
    Change vs previous 13F +6,910 shares

    4.79% of the 13F portfolio, value $13,983,561.

    13F-HR 0001904664-25-000001 filed by Vert Asset 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 86,563 shares
    Change vs previous 13F not available

    5.38% of the 13F portfolio, value $15,597,787.

    13F-HR 0001904664-24-000007 filed by Vert Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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