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
2026
Q1 		$1.09M Buy
8,300
+6,600
+388% +$930K ﹤0.01% 2418
2025
Q4 		$221K Sell
1,700
-3,100
-65% -$423K ﹤0.01% 4130
2025
Q3 		$676K Buy
4,800
+1,900
+66% +$273K ﹤0.01% 3473
2025
Q2 		$427K Sell
2,900
-900
-24% -$131K ﹤0.01% 3662
2025
Q1 		$564K Buy
3,800
+2,600
+217% +$394K ﹤0.01% 3272
2024
Q4 		$179K Sell
1,200
-6,200
-84% -$1.02M ﹤0.01% 4624
2024
Q3 		$1.33M Sell
7,400
-5,300
-42% -$895K ﹤0.01% 2644
2024
Q2 		$1.97M Sell
12,700
-19,700
-61% -$2.87M ﹤0.01% 2216
2024
Q1 		$4.76M Sell
32,400
-52,000
-62% -$7.58M ﹤0.01% 1638
2023
Q4 		$13.5M Buy
84,400
+73,200
+654% +$9.31M 0.01% 913
2023
Q3 		$1.36M Buy
11,200
+9,200
+460% +$1.24M ﹤0.01% 2391
2023
Q2 		$297K Buy
2,000
+1,400
+233% +$211K ﹤0.01% 3856
2023
Q1 		$97K Sell
600
-5,000
-89% -$786K ﹤0.01% 5183
2022
Q4 		$824K Buy
5,600
+4,700
+522% +$751K ﹤0.01% 2663
2022
Q3 		$155K Sell
900
-2,400
-73% -$454K ﹤0.01% 4954
2022
Q2 		$561K Buy
3,300
+400
+14% +$74.1K ﹤0.01% 3305
2022
Q1 		$596K Buy
2,900
+500
+21% +$99.4K ﹤0.01% 3607
2021
Q4 		$544K Sell
2,400
-1,000
-29% -$198K ﹤0.01% 3675
2021
Q3 		$560K Buy
3,400
+100
+3% +$17.7K ﹤0.01% 3908
2021
Q2 		$540K Buy
3,300
+3,064
+1,298% +$459K ﹤0.01% 4038
2021
Q1 		$3.13M Buy
236
+231
+4,620% +$28K 0.01% 1199
2020
Q4 		$57K Sell
5
-36
-88% -$4.1K ﹤0.01% 6035
2020
Q3 		$438K Buy
41
+5
+14% +$517 ﹤0.01% 3163
2020
Q2 		$332K Buy
36
+24
+200% +$2.23K ﹤0.01% 3407
2020
Q1 		$114K Buy
12
+10
+500% +$1.04K ﹤0.01% 4222
2019
Q4 		$21K Sell
2
-13
-87% -$1.42K ﹤0.01% 5910
2019
Q3 		$175K Buy
15
+13
+650% +$1.5K ﹤0.01% 3701
2019
Q2 		$21K Sell
2
-12
-86% -$1.26K ﹤0.01% 5568
2019
Q1 		$142K Sell
14
-3
-18% -$288 ﹤0.01% 3965
2018
Q4 		$153K Sell
17
-130
-88% -$11.8K ﹤0.01% 3438
2018
Q3 		$1.27M Buy
147
+134
+1,031% +$12.4K ﹤0.01% 1641
2018
Q2 		$129K Buy
13
+1
+8% +$93 ﹤0.01% 3984
2018
Q1 		$3K Sell
12
-77
-87% -$6.48K ﹤0.01% 4972
2017
Q4 		$62K Sell
89
-24
-21% -$2.02K ﹤0.01% 2230
2017
Q3 		$35K Buy
113
+64
+131% +$4.98K ﹤0.01% 2621
2017
Q2 		$3K Sell
49
-114
-70% -$8.74K ﹤0.01% 4947
2017
Q1 		$9K Buy
163
+85
+109% +$6.42K ﹤0.01% 4048
2016
Q4 		$13K Buy
78
+51
+189% +$3.75K ﹤0.01% 3460
2016
Q3 		$1K Sell
27
-200
-88% -$16.9K ﹤0.01% 5300
2016
Q2 		$71K Buy
227
+154
+211% +$13.9K ﹤0.01% 1737
2016
Q1 		$33K Buy
73
+67
+1,117% +$5.82K ﹤0.01% 2336
2015
Q4 		$2K Sell
6
-63
-91% -$5.17K ﹤0.01% 4478
2015
Q3 		$18K Buy
+69
New +$5.05K ﹤0.01% 2896
2015
Q1 		– Sell
-2
Closed -$1K – 5100
2014
Q4 		$1K Buy
+2
New +$115 ﹤0.01% 4093

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. 800 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.
  • 800 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.