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Disclosery

Chevy Chase Trust Holdings, LLC: EXR position timeline

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

Chevy Chase Trust Holdings, LLC held 102,013 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 102,013 shares
    Change vs previous 13F -2,549 shares

    0.04% of the 13F portfolio, value $14,822,488.

    13F-HR 0001462020-26-000006 filed by Chevy Chase Trust Holdings, 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 104,562 shares
    Change vs previous 13F -3,054 shares

    0.04% of the 13F portfolio, value $13,711,215.

    13F-HR 0001462020-26-000004 filed by Chevy Chase Trust Holdings, 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 107,616 shares
    Change vs previous 13F -708 shares

    0.04% of the 13F portfolio, value $14,013,755.

    13F-HR 0001462020-26-000002 filed by Chevy Chase Trust Holdings, 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 108,324 shares
    Change vs previous 13F -3,765 shares

    0.04% of the 13F portfolio, value $15,267,184.

    13F-HR 0001462020-25-000006 filed by Chevy Chase Trust Holdings, 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 112,089 shares
    Change vs previous 13F +912 shares

    0.05% of the 13F portfolio, value $16,526,402.

    13F-HR 0001085146-25-004237 filed by Chevy Chase Trust Holdings, 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 111,177 shares
    Change vs previous 13F -63 shares

    0.05% of the 13F portfolio, value $16,508,673.

    13F-HR 0001085146-25-002257 filed by Chevy Chase Trust Holdings, 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 111,240 shares
    Change vs previous 13F -2,387 shares

    0.05% of the 13F portfolio, value $16,641,504.

    13F-HR 0001085146-25-000641 filed by Chevy Chase Trust Holdings, 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 113,627 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $20,474,449.

    13F-HR 0001085146-24-005764 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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