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Bridgewater Associates’s Extra Space Storage EXR Stock Holding History

Bridgewater Associates’s Portfolio EXR Stock Details EXR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-4,608
Closed -$604K – 1060
2026
Q1 		$604K Buy
+4,608
New +$650K ﹤0.01% 857
2023
Q2 		– Sell
-73,901
Closed -$12M – 723
2023
Q1 		$12M Sell
73,901
-141,359
-66% -$22.2M 0.07% 185
2022
Q4 		$31.7M Buy
215,260
+29,629
+16% +$4.74M 0.17% 111
2022
Q3 		$32.1M Buy
185,631
+131,031
+240% +$24.8M 0.16% 114
2022
Q2 		$9.29M Buy
54,600
+23,956
+78% +$4.44M 0.04% 347
2022
Q1 		$6.3M Buy
+30,644
New +$6.09M 0.03% 408
2019
Q4 		– Sell
-7,907
Closed -$924K – 517
2019
Q3 		$924K Buy
7,907
+1,473
+23% +$170K 0.01% 229
2019
Q2 		$683K Buy
+6,434
New +$676K 0.01% 246
2019
Q1 		– Sell
-4,654
Closed -$421K – 373
2018
Q4 		$421K Sell
4,654
-4,974
-52% -$452K ﹤0.01% 427
2018
Q3 		$834K Buy
9,628
+4,046
+72% +$376K 0.01% 238
2018
Q2 		$557K Sell
5,582
-4,926
-47% -$459K 0.01% 328
2018
Q1 		$918K Buy
+10,508
New +$884K 0.01% 279

Other funds holding EXR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bridgewater Associates's EXR Position: Q2 2026 in Review

Bridgewater Associates sold out of Extra Space Storage (EXR) in Q2 2026, closing a stake of 4,608 shares — an estimated $604K sold.

Bridgewater Associates first reported a position in EXR in Q1 2018 and held it in 12 quarters. The position peaked at $32.1M in Q3 2022. 791 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • Bridgewater Associates reported no remaining Extra Space Storage position as of Q2 2026 after selling out during the quarter.
  • Bridgewater Associates sold 4,608 Extra Space Storage shares in Q2 2026, an estimated $604K.
  • Bridgewater Associates first reported a position in Extra Space Storage in Q1 2018 and held it in 12 quarters.
  • Bridgewater Associates's Extra Space Storage position peaked at $32.1M in Q3 2022.
  • 791 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.