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Brown Financial Advisors

SEC CIK
0002035548
Latest filing
Aug 26, 2026

EXR holding history

Extra Space Storage Inc. in every 13F filed by Brown Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EXR overviewAll 13F holders of EXRFull Q2 2026 holdings

Shares (Q2 2026)
7,246
Value
$1.05M
% of portfolio
0.4%
Quarters held
9
Since Q2 2024
Holdings of EXR by Brown Financial Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,246$1.05M0.4%−761−9.5%ReducedHolders
Q1 20268,007$1.05M0.4%−1,210−13.1%ReducedHolders
Q4 20259,217$1.20M0.4%−1,465−13.7%ReducedHolders
Q3 202510,682$1.51M0.6%−972−8.3%ReducedHolders
Q2 202511,654$1.72M0.7%+274+2.4%AddedHolders
Q1 202511,380$1.69M0.7%+1,714+17.7%AddedHolders
Q4 20249,666$1.45M0.6%+532+5.8%AddedHolders
Q3 20249,134$1.65M0.7%+3,731+69.1%AddedHolders
Q2 20245,403$839.7K0.4%–No prior filingHolders