Principal Financial Group
EXR icon

Principal Financial Group’s Extra Space Storage EXR Stock Holding History

Principal Financial Group’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
Q1 		$843M Sell
6,430,326
-215,960
-3% -$30.4M 0.45% 42
2025
Q4 		$865M Sell
6,646,286
-69,615
-1% -$9.49M 0.44% 45
2025
Q3 		$947M Buy
6,715,901
+406,146
+6% +$58.3M 0.48% 42
2025
Q2 		$930M Sell
6,309,755
-171,707
-3% -$25M 0.49% 43
2025
Q1 		$962M Sell
6,481,462
-218,394
-3% -$33.1M 0.54% 40
2024
Q4 		$1B Sell
6,699,856
-16,305
-0.2% -$2.67M 0.55% 36
2024
Q3 		$1.21B Sell
6,716,161
-150,495
-2% -$25.4M 0.66% 30
2024
Q2 		$1.07B Sell
6,866,656
-226,260
-3% -$33M 0.63% 30
2024
Q1 		$1.04B Buy
7,092,916
+9,164
+0.1% +$1.34M 0.61% 28
2023
Q4 		$1.14B Buy
7,083,752
+577,918
+9% +$73.5M 0.72% 26
2023
Q3 		$791M Buy
6,505,834
+1,178,760
+22% +$158M 0.57% 35
2023
Q2 		$793M Buy
5,327,074
+166,625
+3% +$25.1M 0.54% 35
2023
Q1 		$841M Buy
5,160,449
+474,396
+10% +$74.5M 0.6% 24
2022
Q4 		$690M Sell
4,686,053
-480,210
-9% -$76.8M 0.52% 38
2022
Q3 		$892M Buy
5,166,263
+20,947
+0.4% +$3.96M 0.71% 20
2022
Q2 		$875M Buy
5,145,316
+381,282
+8% +$70.6M 0.65% 25
2022
Q1 		$979M Buy
4,764,034
+116,729
+3% +$23.2M 0.62% 28
2021
Q4 		$1.05B Buy
4,647,305
+119,144
+3% +$23.6M 0.63% 30
2021
Q3 		$761M Sell
4,528,161
-47,400
-1% -$8.38M 0.5% 41
2021
Q2 		$750M Buy
4,575,561
+954,905
+26% +$143M 0.48% 39
2021
Q1 		$480M Buy
3,620,656
+117,726
+3% +$14.3M 0.34% 68
2020
Q4 		$406M Buy
3,502,930
+72,047
+2% +$8.2M 0.3% 90
2020
Q3 		$367M Buy
3,430,883
+41,693
+1% +$4.31M 0.31% 88
2020
Q2 		$313M Sell
3,389,190
-79,516
-2% -$7.39M 0.28% 98
2020
Q1 		$332M Buy
3,468,706
+235,898
+7% +$24.6M 0.37% 68
2019
Q4 		$341M Buy
3,232,808
+121,544
+4% +$13.3M 0.28% 89
2019
Q3 		$363M Sell
3,111,264
-9,529
-0.3% -$1.1M 0.32% 77
2019
Q2 		$331M Sell
3,120,793
-863,609
-22% -$90.7M 0.3% 85
2019
Q1 		$406M Buy
3,984,402
+321,688
+9% +$30.9M 0.38% 57
2018
Q4 		$331M Buy
3,662,714
+571,706
+18% +$52M 0.35% 62
2018
Q3 		$268M Buy
3,091,008
+117,505
+4% +$10.9M 0.24% 103
2018
Q2 		$297M Buy
2,973,503
+126,354
+4% +$11.8M 0.27% 81
2018
Q1 		$249M Buy
2,847,149
+66,223
+2% +$5.57M 0.24% 101
2017
Q4 		$243M Sell
2,780,926
-235,455
-8% -$19.9M 0.22% 109
2017
Q3 		$241M Sell
3,016,381
-209,473
-6% -$16.3M 0.23% 102
2017
Q2 		$252M Sell
3,225,854
-92,282
-3% -$7.08M 0.25% 95
2017
Q1 		$247M Sell
3,318,136
-390,102
-11% -$29.4M 0.3% 76
2016
Q4 		$286M Buy
3,708,238
+1,041,347
+39% +$76.6M 0.36% 59
2016
Q3 		$212M Buy
2,666,891
+148,930
+6% +$12.6M 0.28% 88
2016
Q2 		$233M Sell
2,517,961
-396,385
-14% -$35.8M 0.33% 72
2016
Q1 		$272M Buy
2,914,346
+1,229,236
+73% +$107M 0.4% 51
2015
Q4 		$149M Buy
1,685,110
+576,484
+52% +$47.3M 0.22% 124
2015
Q3 		$85.5M Sell
1,108,626
-472,223
-30% -$34.6M 0.13% 185
2015
Q2 		$103M Sell
1,580,849
-2,197,101
-58% -$149M 0.15% 179
2015
Q1 		$255M Buy
3,777,950
+276,465
+8% +$18.1M 0.38% 48
2014
Q4 		$205M Sell
3,501,485
-465,898
-12% -$26.7M 0.32% 70
2014
Q3 		$205M Buy
3,967,383
+80,743
+2% +$4.26M 0.35% 64
2014
Q2 		$207M Buy
3,886,640
+203,357
+6% +$10.5M 0.35% 55
2014
Q1 		$179M Sell
3,683,283
-917,364
-20% -$42.5M 0.32% 61
2013
Q4 		$194M Buy
4,600,647
+349,525
+8% +$15.4M 0.36% 43
2013
Q3 		$194M Buy
4,251,122
+490,197
+13% +$21.2M 0.4% 39
2013
Q2 		$158M Buy
+3,760,925
New +$159M 0.35% 49

Other funds holding EXR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Principal Financial Group's EXR Position: Q1 2026 in Review

Principal Financial Group reduced its Extra Space Storage (EXR) stake by 3.2% in Q1 2026, selling an estimated $30.4M and leaving 6,430,326 shares worth $843M. The position accounts for 0.45% of the portfolio, ranked #42.

Principal Financial Group first reported a position in EXR in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.21B in Q3 2024. 763 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

  • Principal Financial Group held 6,430,326 shares of Extra Space Storage worth $843M as of Q1 2026.
  • Principal Financial Group sold 215,960 Extra Space Storage shares in Q1 2026, an estimated $30.4M.
  • Extra Space Storage made up 0.45% of Principal Financial Group's portfolio in Q1 2026, its #42 holding.
  • Principal Financial Group first reported a position in Extra Space Storage in Q2 2013 and has held it in 52 quarters since.
  • Principal Financial Group's Extra Space Storage position peaked at $1.21B in Q3 2024.
  • 763 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.