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Disclosery

MARSHALL WACE, LLP: EXR position timeline

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

MARSHALL WACE, LLP held 522,984 EXR shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 522,984 shares
    Change vs previous 13F +360,695 shares

    0.06% of the 13F portfolio, value $75,989,575.

    13F-HR 0001318757-26-000010 filed by MARSHALL WACE, LLP
    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 162,289 shares
    Change vs previous 13F -52,133 shares

    0.02% of the 13F portfolio, value $21,280,957.

    13F-HR 0001318757-26-000005 filed by MARSHALL WACE, LLP
    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 214,422 shares
    Change vs previous 13F -796,277 shares

    0.03% of the 13F portfolio, value $27,922,033.

    13F-HR 0001318757-26-000003 filed by MARSHALL WACE, LLP
    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 1,010,699 shares
    Change vs previous 13F -466,705 shares

    0.16% of the 13F portfolio, value $142,447,916.

    13F-HR 0001318757-25-000046 filed by MARSHALL WACE, LLP
    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 1,477,404 shares
    Change vs previous 13F +554,666 shares

    0.26% of the 13F portfolio, value $217,828,445.

    13F-HR 0001318757-25-000034 filed by MARSHALL WACE, LLP
    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 922,738 shares
    Change vs previous 13F +853,451 shares

    0.18% of the 13F portfolio, value $137,017,366.

    13F-HR 0001318757-25-000023 filed by MARSHALL WACE, LLP
    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 69,287 shares
    Change vs previous 13F -51,425 shares

    0.01% of the 13F portfolio, value $10,365,336.

    13F-HR 0002048047-25-000005 filed by MARSHALL WACE, LLP
    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 120,712 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $21,751,095.

    13F-HR 0001318757-24-000018 filed by MARSHALL WACE, LLP
    Filed (acceptance time not in the bulk data set), ingested

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