Signals

← Signals

☆EXR

756 in-universe funds with a nonzero position in EXR within the trailing 4 quarters, as of 2025Q2

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed Full insider history

DateTypeWhat happened
2026-08-24 8-K Item(s) 5.02, 7.01, 9.01
2026-07-28 8-K Item(s) 2.02, 9.01
2026-07-06 8-K Item(s) 1.01, 2.03, 9.01
2026-06-25 8-K Item(s) 8.01, 9.01
2026-06-25 Ownership Dilution filing by Extra Space Storage Inc. (424B5)
2026-06-24 Ownership Dilution filing by Extra Space Storage Inc. (424B5)
2026-05-15 8-K Item(s) 5.07
2026-04-28 8-K Item(s) 2.02, 9.01
2026-02-19 8-K Item(s) 2.02, 9.01
2026-01-05 8-K Item(s) 5.02, 7.01, 9.01
2025-10-29 8-K Item(s) 2.02, 9.01
2025-08-26 8-K Item(s) 1.01, 2.03, 9.01
2025-08-07 Ownership Dilution filing by Extra Space Storage Inc. (424B5)
2025-08-06 Ownership Dilution filing by Extra Space Storage Inc. (424B5)
2025-03-11 Ownership Dilution filing by Extra Space Storage Inc. (424B5)
2025-03-10 Ownership Dilution filing by Extra Space Storage Inc. (424B5)
2025-01-17 Ownership Dilution filing by Extra Space Storage Inc. (424B5)
2025-01-16 Ownership Dilution filing by Extra Space Storage Inc. (424B5)
2024-12-03 Ownership Dilution filing by Extra Space Storage Inc. (424B5)
2024-12-02 Ownership Dilution filing by Extra Space Storage Inc. (424B5)

Flow ranking

Rank#17632
Score / z0.000 / -0.02
Consensus274.50 over 476 funds
Momentumnot computed

Price & positioning

224 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 4
FiledFormItems
2026-08-24 8-K 5.02, 7.01, 9.01
2026-07-28 8-K 2.02, 9.01
2026-07-06 8-K 1.01, 2.03, 9.01
2026-06-25 8-K 8.01, 9.01
2026-05-15 8-K 5.07
2026-04-28 8-K 2.02, 9.01
2026-02-19 8-K 2.02, 9.01
2026-01-05 8-K 5.02, 7.01, 9.01
2025-10-29 8-K 2.02, 9.01
2025-08-26 8-K 1.01, 2.03, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 2
FiledFormFiler
2026-06-25 424B5 Extra Space Storage Inc.
2026-06-24 424B5 Extra Space Storage Inc.
2025-08-07 424B5 Extra Space Storage Inc.
2025-08-06 424B5 Extra Space Storage Inc.
2025-03-11 424B5 Extra Space Storage Inc.
2025-03-10 424B5 Extra Space Storage Inc.
2025-01-17 424B5 Extra Space Storage Inc.
2025-01-16 424B5 Extra Space Storage Inc.
2024-12-03 424B5 Extra Space Storage Inc.
2024-12-02 424B5 Extra Space Storage Inc.
Showing the 10 most recent.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
–
Fund Positions
–
Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 5,052.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 3,161.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 2,017.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORGES BANK CIK 0001374170 0.994 1617 1,058.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital World Investors CIK 0001422849 0.974 637 1,050.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 930.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 851.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 665.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital International Investors CIK 0001562230 0.968 446 525.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 501.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 451.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 450.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 419.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CENTERSQUARE INVESTMENT MANAGEMENT LLC CIK 0001725296 0.917 80 397.1 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆APG Asset Management US Inc. CIK 0001323255 0.969 61 381.3 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 377.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 373.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 309.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Resolution Capital Ltd CIK 0001612389 0.895 39 287.6 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 283.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Diamond Hill Capital Management, LLC (Investment Advisor) CIK 0001217541 0.718 186 278.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 259.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Eagle Investment Management, LLC CIK 0001325447 0.890 425 233.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 218.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 217.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 201.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 197.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC CIK 0001033984 0.658 101 183.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 182.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 168.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Boston Partners CIK 0001386060 0.833 802 148.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Hamlin Capital Management, LLC CIK 0001277403 0.815 30 132.7 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 132.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 118.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Amundi CIK 0001330387 0.000 1 117.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 114.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 114.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 114.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 99.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 97.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 96.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 94.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 90.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 88.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 83.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 81.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 81.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 68.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 66.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 66.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 65.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 65.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Capital Research Global Investors CIK 0001422848 0.983 426 62.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STRS OHIO CIK 0000820478 0.777 2154 62.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆HEITMAN REAL ESTATE SECURITIES LLC CIK 0001080117 0.456 57 61.2 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 59.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 59.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 58.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 57.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 55.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 54.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 50.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 49.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 49.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 48.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 47.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆National Pension Service CIK 0001608046 0.956 552 47.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 46.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 45.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 44.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 43.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXA S.A. CIK 0000898427 0.038 46 39.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 37.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 37.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Adelante Capital Management LLC CIK 0001067926 0.754 42 35.8 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 34.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 33.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 33.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 32.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nan Shan Life Insurance Co., Ltd. CIK 0001730464 0.268 82 32.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 32.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 31.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 31.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 30.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 30.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LASALLE INVESTMENT MANAGEMENT SECURITIES LLC CIK 0001085601 0.755 44 29.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 27.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Land & Buildings Investment Management, LLC CIK 0001536520 0.453 19 26.6 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 26.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 26.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Systems of Alabama CIK 0001593051 0.859 950 24.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 24.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Gillson Capital LP CIK 0001698055 0.068 80 24.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 23.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 23.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 23.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVIVA PLC CIK 0001140022 0.925 854 23.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacer Advisors, Inc. CIK 0001616667 0.000 2582 23.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 22.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 22.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 21.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. CIK 0001367401 0.843 241 21.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AEW CAPITAL MANAGEMENT L P CIK 0001046187 0.864 39 21.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 19.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. CIK 0001021642 0.407 208 19.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 19.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 18.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Uniplan Investment Counsel, Inc. CIK 0001520710 0.368 175 18.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆ARGENT CAPITAL MANAGEMENT LLC CIK 0001120926 0.514 168 18.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆APG Asset Management N.V. CIK 0001434819 0.814 493 18.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 18.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 18.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ceredex Value Advisors LLC CIK 0001738726 0.067 168 17.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 17.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 17.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 17.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Resona Asset Management Co.,Ltd. CIK 0001944142 0.855 786 17.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 17.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 16.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 16.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 16.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 16.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOWEN HANES & CO INC CIK 0001077583 0.789 151 16.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 16.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 16.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Three Seasons Wealth, LLC CIK 0002044495 0.000 180 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROOKFIELD Corp /ON/ (BN, BNH, BNJ, BKPA, BAMGF, BAMKF, BKAMF, BKFAF, BKFDF, BKFOF, BKFPF, BRCFF, BRFAF, BRFCF, BROXF) CIK 0001001085 0.996 139 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆111 Capital CIK 0002060412 0.025 488 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairtree Asset Management (Pty) Ltd CIK 0002059365 0.246 96 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just EXR). Qtrs Held counts distinct quarters this fund has actually held EXR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its EXR position size. Δ columns are the percentage-point change in EXR's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status