Ray Dalio’s Extra Space Storage EXR Stock Holding History

Ray Dalio’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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ray Dalio's EXR Position: Q2 2026 in Review

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

Ray Dalio first reported a position in EXR in Q1 2018 and held it in 12 quarters. The position peaked at $32.1M in Q3 2022. 803 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

Ray Dalio reported no remaining Extra Space Storage position as of Q2 2026 after selling out during the quarter.
Ray Dalio sold 4,608 Extra Space Storage shares in Q2 2026, an estimated $604K.
Ray Dalio first reported a position in Extra Space Storage in Q1 2018 and held it in 12 quarters.
Ray Dalio's Extra Space Storage position peaked at $32.1M in Q3 2022.
803 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.