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ENVESTNET ASSET MANAGEMENT INC: EXR position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 152,781 EXR shares at 2026-06-30 per its 13F-HR/A filed 2026-09-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 152,781 shares
    Change vs previous 13F -7,574 shares

    0.01% of the 13F portfolio, value $22,199,145.

    13F-HR/A 0001214659-26-011925 filed by ENVESTNET ASSET MANAGEMENT INC
    Accepted , ingested

  2. period ended2026-03-31
    13F 160,355 shares
    Change vs previous 13F +16,822 shares

    0.01% of the 13F portfolio, value $21,027,338.

    13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 160,355 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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

  3. period ended2025-12-31
    13F 143,533 shares
    Change vs previous 13F -93,192 shares

    0.01% of the 13F portfolio, value $18,690,830.

    13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 141,299 shares
    • Envestnet Portfolio Solutions, Inc.: 2,234 shares

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

  4. period ended2025-09-30
    13F 236,725 shares
    Change vs previous 13F -22,692 shares

    0.01% of the 13F portfolio, value $33,364,072.

    13F-HR 0001214659-25-015924 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 230,653 shares
    • Envestnet Portfolio Solutions, Inc.: 6,072 shares

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

  5. period ended2025-06-30
    13F 259,417 shares
    Change vs previous 13F -494 shares

    0.01% of the 13F portfolio, value $38,248,532.

    13F-HR 0001214659-25-011234 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 252,050 shares
    • Envestnet Portfolio Solutions, Inc.: 7,367 shares

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

  6. period ended2025-03-31
    13F 259,911 shares
    Change vs previous 13F -19,523 shares

    0.01% of the 13F portfolio, value $38,594,245.

    13F-HR 0001214659-25-006567 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 250,817 shares
    • Envestnet Portfolio Solutions, Inc.: 9,094 shares

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

  7. period ended2024-12-31
    13F 279,434 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $41,803,320.

    13F-HR 0001214659-25-002500 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 266,879 shares
    • Envestnet Portfolio Solutions, Inc.: 12,555 shares

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