Simplex Trading
EXR icon

Simplex Trading’s Extra Space Storage EXR Stock Holding History

Simplex Trading’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
2025
Q1 		– Sell
-545
Closed -$82.6K – 8796
2024
Q4 		$81K Sell
545
-2,746
-83% -$450K ﹤0.01% 5378
2024
Q3 		$593K Buy
+3,291
New +$555K ﹤0.01% 3412
2023
Q3 		– Sell
-589
Closed -$79.1K – 8975
2023
Q2 		$87K Buy
+589
New +$88.6K ﹤0.01% 5249
2022
Q1 		– Sell
-4,743
Closed -$943K – 10661
2021
Q4 		$1.07M Buy
4,743
+4,084
+620% +$809K ﹤0.01% 2755
2021
Q3 		$108K Hold
659
– – ﹤0.01% 6513
2021
Q2 		$107K Buy
+659
New +$98.7K ﹤0.01% 6634
2020
Q1 		– Sell
-5,679
Closed -$591K – 7760
2019
Q4 		$599K Sell
5,679
-2,340
-29% -$255K ﹤0.01% 2569
2019
Q3 		$936K Buy
+8,019
New +$927K ﹤0.01% 1989
2019
Q2 		– Sell
-1,081
Closed -$114K – 7274
2019
Q1 		$110K Buy
+1,081
New +$104K ﹤0.01% 4241
2018
Q4 		– Sell
-5,756
Closed -$523K – 7219
2018
Q3 		$498K Buy
5,756
+4,693
+441% +$436K ﹤0.01% 2633
2018
Q2 		$106K Sell
1,063
-4,964
-82% -$462K ﹤0.01% 4222
2018
Q1 		$526K Buy
+6,027
New +$507K 0.02% 689
2017
Q3 		– Sell
-1,781
Closed -$139K – 6076
2017
Q2 		$138K Buy
+1,781
New +$137K 0.01% 1490
2017
Q1 		– Sell
-49
Closed -$3.7K – 6310
2016
Q4 		$3K Buy
+49
New +$3.61K ﹤0.01% 4722
2016
Q2 		– Sell
-1,887
Closed -$170K – 5964
2016
Q1 		$176K Sell
1,887
-1,912
-50% -$166K 0.01% 954
2015
Q4 		$335K Buy
+3,799
New +$312K 0.03% 593
2015
Q3 		– Sell
-893
Closed -$65.4K – 5683
2015
Q2 		$58K Sell
893
-507
-36% -$34.4K ﹤0.01% 1589
2015
Q1 		$94K Buy
+1,400
New +$91.8K 0.01% 1132

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

Simplex Trading's EXR Position: Q1 2025 in Review

Simplex Trading sold out of Extra Space Storage (EXR) in Q1 2025, closing a stake of 545 shares — an estimated $82.6K sold.

Simplex Trading first reported a position in EXR in Q1 2015 and held it in 18 quarters. The position peaked at $1.07M in Q4 2021. 801 funds tracked by Wall St. Rank hold EXR as of Q1 2025.

  • Simplex Trading reported no remaining Extra Space Storage position as of Q1 2025 after selling out during the quarter.
  • Simplex Trading sold 545 Extra Space Storage shares in Q1 2025, an estimated $82.6K.
  • Simplex Trading first reported a position in Extra Space Storage in Q1 2015 and held it in 18 quarters.
  • Simplex Trading's Extra Space Storage position peaked at $1.07M in Q4 2021.
  • 801 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2025.

Based on Simplex Trading's 13F filing for Q1 2025, filed 12 May 2025.