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Disclosery

FIRST TRUST ADVISORS LP: EXR position timeline

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

FIRST TRUST ADVISORS LP held 124,534 EXR shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 124,534 shares
    Change vs previous 13F +72,577 shares

    0.01% of the 13F portfolio, value $18,094,772.

    13F-HR 0001445546-26-005965 filed by FIRST TRUST ADVISORS LP
    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 51,957 shares
    Change vs previous 13F -4,827 shares

    <0.01% of the 13F portfolio, value $6,813,156.

    13F-HR 0001445546-26-003611 filed by FIRST TRUST ADVISORS LP
    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 56,784 shares
    Change vs previous 13F +20,321 shares

    0.01% of the 13F portfolio, value $7,394,376.

    13F-HR 0001445546-26-001219 filed by FIRST TRUST ADVISORS LP
    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 36,463 shares
    Change vs previous 13F -71,742 shares

    <0.01% of the 13F portfolio, value $5,139,056.

    13F-HR 0001445546-25-007494 filed by FIRST TRUST ADVISORS LP
    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 108,205 shares
    Change vs previous 13F +70,115 shares

    0.01% of the 13F portfolio, value $15,953,712.

    13F-HR 0001445546-25-005500 filed by FIRST TRUST ADVISORS LP
    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 38,090 shares
    Change vs previous 13F -48,736 shares

    0.01% of the 13F portfolio, value $5,655,932.

    13F-HR 0001445546-25-003484 filed by FIRST TRUST ADVISORS LP
    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 86,826 shares
    Change vs previous 13F +45,501 shares

    0.01% of the 13F portfolio, value $12,989,097.

    13F-HR 0001445546-25-001262 filed by FIRST TRUST ADVISORS LP
    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 41,325 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $7,446,351.

    13F-HR 0001445546-24-007640 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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