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 		$65.6K Buy
500
+400
+400% +$56.4K ﹤0.01% 5560
2025
Q4 		$13K Sell
100
-1,200
-92% -$164K ﹤0.01% 6814
2025
Q3 		$183K Buy
1,300
+300
+30% +$43.1K ﹤0.01% 5045
2025
Q2 		$147K Sell
1,000
-2,100
-68% -$306K ﹤0.01% 4824
2025
Q1 		$460K Sell
3,100
-800
-21% -$121K ﹤0.01% 3475
2024
Q4 		$583K Buy
3,900
+2,700
+225% +$443K ﹤0.01% 3362
2024
Q3 		$216K Sell
1,200
-2,100
-64% -$354K ﹤0.01% 4440
2024
Q2 		$512K Sell
3,300
-14,300
-81% -$2.08M ﹤0.01% 3641
2024
Q1 		$2.59M Buy
17,600
+16,900
+2,414% +$2.46M ﹤0.01% 2151
2023
Q4 		$112K Sell
700
-1,300
-65% -$165K ﹤0.01% 5257
2023
Q3 		$243K Buy
2,000
+1,900
+1,900% +$255K ﹤0.01% 4149
2023
Q2 		$14K Sell
100
-800
-89% -$120K ﹤0.01% 7089
2023
Q1 		$146K Buy
900
+100
+13% +$15.7K ﹤0.01% 4700
2022
Q4 		$117K Buy
800
+100
+14% +$16K ﹤0.01% 4881
2022
Q3 		$120K Hold
700
– – ﹤0.01% 5265
2022
Q2 		$119K Sell
700
-14,200
-95% -$2.63M ﹤0.01% 5330
2022
Q1 		$3.06M Sell
14,900
-1,300
-8% -$258K ﹤0.01% 1676
2021
Q4 		$3.67M Buy
16,200
+15,500
+2,214% +$3.07M ﹤0.01% 1466
2021
Q3 		$115K Hold
700
– – ﹤0.01% 6421
2021
Q2 		$114K Buy
700
+696
+17,400% +$104K ﹤0.01% 6533
2021
Q1 		$53K Buy
4
+3
+300% +$363 ﹤0.01% 6537
2020
Q4 		$11K Sell
1
-4
-80% -$455 ﹤0.01% 7342
2020
Q3 		$53K Sell
5
-68
-93% -$7.03K ﹤0.01% 5552
2020
Q2 		$674K Buy
73
+68
+1,360% +$6.32K ﹤0.01% 2544
2020
Q1 		$47K Sell
5
-318
-98% -$33.1K ﹤0.01% 5189
2019
Q4 		$3.41M Sell
323
-35
-10% -$3.82K 0.01% 1056
2019
Q3 		$4.18M Buy
358
+357
+35,700% +$41.3K 0.01% 819
2019
Q2 		$10K Sell
1
-236
-100% -$24.8K ﹤0.01% 6103
2019
Q1 		$2.42M Buy
237
+230
+3,286% +$22.1K 0.01% 1206
2018
Q4 		$63K Sell
7
-129
-95% -$11.7K ﹤0.01% 4303
2018
Q3 		$1.18M Sell
136
-156
-53% -$14.5K ﹤0.01% 1723
2018
Q2 		$2.91M Buy
292
+278
+1,986% +$25.9K 0.01% 877
2018
Q1 		$4K Sell
14
-244
-95% -$20.5K ﹤0.01% 4774
2017
Q4 		$2K Buy
258
+192
+291% +$16.2K ﹤0.01% 5164
2017
Q3 		$3K Buy
66
+27
+69% +$2.1K ﹤0.01% 4771
2017
Q2 		$4K Sell
39
-19
-33% -$1.46K ﹤0.01% 4749
2017
Q1 		$10K Buy
58
+34
+142% +$2.57K ﹤0.01% 3957
2016
Q4 		$6K Buy
+24
New +$1.77K ﹤0.01% 4185
2016
Q2 		– Sell
-157
Closed -$24K – 5965
2016
Q1 		$24K Buy
+157
New +$13.6K ﹤0.01% 2632
2015
Q4 		– Sell
-26
Closed -$1K – 5584
2015
Q3 		$1K Buy
26
+13
+100% +$952 ﹤0.01% 4985
2015
Q2 		$2K Buy
+13
New +$881 ﹤0.01% 4277

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.