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 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ray Dalio's EXR Position: Q1 2026 in Review

Ray Dalio opened a new position in Extra Space Storage (EXR) in Q1 2026: 4,608 shares worth $604K. The stake represents ﹤0.01% of the portfolio and ranks #857 among its holdings. This is a return to the name: Ray Dalio previously reported a position in EXR as recently as Q1 2023.

Ray Dalio first reported a position in EXR in Q1 2018 and has held it in 12 quarters since. The position peaked at $32.1M in Q3 2022. 765 funds tracked by Wall St. Rank hold EXR as of Q1 2026.

Ray Dalio held 4,608 shares of Extra Space Storage worth $604K as of Q1 2026.
Extra Space Storage was a new Ray Dalio position in Q1 2026.
Extra Space Storage made up ﹤0.01% of Ray Dalio's portfolio in Q1 2026, its #857 holding.
Ray Dalio first reported a position in Extra Space Storage in Q1 2018 and has held it in 12 quarters since.
Ray Dalio's Extra Space Storage position peaked at $32.1M in Q3 2022.
765 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.