This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/EXR/capital-change-brief"
Use Arkolith's capital_change_brief for EXR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $2.9B | 22.5M | ▼−0.3% Reduced · −57K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $2.4B | 18.4M | ▲New +18.4M sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $1.8B | 13.8M | ▲New +13.8M sh | Q1 2026 | |
| 4 | STATE STREET CORP | $1.8B | 13.7M | ▼−1.1% Reduced · −151K sh | Q1 2026 | |
| 5 | NORGES BANK | $1.2B | 9.4M | ▲+30% Added · +2.2M sh | Q4 2025 | |
| 6 | PRINCIPAL FINANCIAL GROUP INC | $843.2M | 6.4M | ▼−3.2% Reduced · −216K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $795.2M | 6.1M | ▲+2.4% Added · +140K sh | Q1 2026 | |
| 8 | FMR LLC | $603.4M | 4.6M | ▲+87% Added · +2.1M sh | Q1 2026 | |
| 9 | First Eagle Investment Management, LLC | $503.4M | 3.8M | ▲+50% Added · +1.3M sh | Q1 2026 | |
| 10 | DIMENSIONAL FUND ADVISORS LP | $420.5M | 3.2M | ▲+1.1% Added · +34K sh | Q1 2026 | |
| 11 | JPMORGAN CHASE & CO | $397.3M | 3.1M | ▼−21% Reduced · −847K sh | Q1 2026 | |
| 12 | Daiwa Securities Group Inc. | $383.9M | 2.9M | ▲+5.4% Added · +151K sh | Q1 2026 | |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $367.6M | 2.8M | ▲+3.3% Added · +91K sh | Q1 2026 | |
| 14 | NORTHERN TRUST CORP | $353.6M | 2.7M | ▼−0.3% Reduced · −9K sh | Q1 2026 | |
| 15 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | $327.7M | 2.5M | ▼−18% Reduced · −535K sh | Q1 2026 | |
| 16 | ALLIANCEBERNSTEIN L.P. | $301.7M | 2.3M | ▼−1.9% Reduced · −44K sh | Q1 2026 | |
| 17 | DEUTSCHE BANK AG\ | $286.3M | 2.2M | ▼−3.5% Reduced · −79K sh | Q1 2026 | |
| 18 | Legal & General Group Plc | $282.3M | 2.2M | ▼−3.3% Reduced · −74K sh | Q1 2026 | |
| 19 | DIAMOND HILL CAPITAL MANAGEMENT INC | $268.6M | 2.0M | ▼−14% Reduced · −334K sh | Q1 2026 | |
| 20 | GOLDMAN SACHS GROUP INC | $258.2M | 2.0M | ▼−14% Reduced · −313K sh | Q1 2026 | |
| 21 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $243.6M | 1.8M | ▼−26% Reduced · −631K sh | Q1 2026 | |
| 22 | MORGAN STANLEY | $230.5M | 1.8M | ▲+6.5% Added · +107K sh | Q1 2026 | |
| 23 | Nuveen, LLC | $196.9M | 1.5M | ▼−11% Reduced · −183K sh | Q1 2026 | |
| 24 | Resolution Capital Ltd | $188.0M | 1.4M | ▼−30% Reduced · −628K sh | Q1 2026 | |
| 25 | PRUDENTIAL FINANCIAL INC | $173.1M | 1.3M | ▲+422% Added · +1.1M sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 1, 2026 | Springer William N | President | Tax withholding (F) | 138 | $20K |
| Jul 1, 2026 | Norman Jeffrey Jay | Executive VP and CFO | Tax withholding (F) | 735 | $108K |
| Jul 1, 2026 | Dickens Zachary T | EVP, Chief Investment Officer | Tax withholding (F) | 164 | $24K |
| Jun 11, 2026 | McNeal Gwyn Goodson | EVP/Chief Legal Officer | Sell (S) | 3K | $495K |
| May 14, 2026 | Barberio Mark G | Director | Grant (A) | 1K | $200K |
| May 14, 2026 | Bonner Joseph J | Director | Grant (A) | 1K | $200K |
| May 14, 2026 | CRITTENDEN GARY L | Director | Grant (A) | 1K | $200K |
| May 14, 2026 | Saffire Joseph | Director | Grant (A) | 1K | $200K |
| May 14, 2026 | Vander Ploeg Julia | Director | Grant (A) | 1K | $200K |
| May 14, 2026 | Harnett Sue | Director | Grant (A) | 1K | $200K |
| May 14, 2026 | Maggelet Crystal Call | Director | Grant (A) | 1K | $200K |
| May 14, 2026 | PITTMAN RAYMOND J | Director | Grant (A) | 1K | $200K |
| Company | Co-held by | Combined value |
|---|---|---|
| META PLATFORMS INC-CLASS AMETA | 252 funds | $110.9B |
| MICROSOFT CORPMSFT | 251 funds | $264.8B |
| ALPHABET INC-CL AGOOGL | 250 funds | $169.9B |
| NVIDIA CORPNVDA | 247 funds | $376.7B |
| AMAZON.COM INCAMZN | 247 funds | $195.6B |
| APPLE INCAAPL | 246 funds | $288.5B |
| BROADCOM INCAVGO | 246 funds | $143.5B |
| ALPHABET INC-CL CGOOG | 246 funds | $114.5B |
| HOME DEPOT INCHD | 246 funds | $30.5B |
| VISA INC-CLASS A SHARESV | 245 funds | $58.2B |
| CISCO SYSTEMS INCCSCO | 245 funds | $32.0B |
| COSTCO WHOLESALE CORPCOST | 244 funds | $40.0B |
Ranked by how many of EXR's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for EXR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.