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SEI INVESTMENTS CO: EXR position timeline

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

SEI INVESTMENTS CO held 901,425 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 901,425 shares
    Change vs previous 13F -41,460 shares

    0.12% of the 13F portfolio, value $130,977,002.

    13F-HR 0002048251-26-006553 filed by SEI INVESTMENTS CO
    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 942,885 shares
    Change vs previous 13F -24,621 shares

    0.11% of the 13F portfolio, value $123,640,363.

    13F-HR 0002048251-26-003739 filed by SEI INVESTMENTS CO
    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 967,506 shares
    Change vs previous 13F +156,836 shares

    0.12% of the 13F portfolio, value $125,988,296.

    13F-HR 0000350894-26-000005 filed by SEI INVESTMENTS CO
    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 810,670 shares
    Change vs previous 13F +35,500 shares

    0.12% of the 13F portfolio, value $114,256,010.

    13F-HR 0002048251-25-002343 filed by SEI INVESTMENTS CO
    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 775,170 shares
    Change vs previous 13F +16,278 shares

    0.13% of the 13F portfolio, value $114,291,120.

    13F-HR 0001041062-25-000162 filed by SEI INVESTMENTS CO
    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/A 758,892 shares
    Change vs previous 13F +344,070 shares

    0.15% of the 13F portfolio, value $112,687,910.

    13F-HR/A 0001041062-25-000106 filed by SEI INVESTMENTS CO
    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 414,822 shares
    Change vs previous 13F -112,234 shares

    0.08% of the 13F portfolio, value $62,057,175.

    13F-HR 0001041062-25-000019 filed by SEI INVESTMENTS CO
    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 527,056 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $94,969,864.

    13F-HR 0001041062-24-000165 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

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