Simplicity Wealth’s Extra Space Storage EXR Stock Holding History

Simplicity Wealth’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 Q4	–	Sell	-1,541	Closed	-$217K	–	721
2025 Q3	$217K	Buy	1,541 +100	+7%	+$14.4K	0.01%	654
2025 Q2	$212K	Buy	+1,441	New	+$210K	0.01%	563
2024 Q3	–	Sell	-1,896	Closed	-$295K	–	720
2024 Q2	$295K	Buy	1,896 +261	+16%	+$38K	0.01%	953
2024 Q1	$240K	Buy	+1,635	New	+$238K	0.01%	999

Other funds holding EXR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Simplicity Wealth's EXR Position: Q4 2025 in Review

Simplicity Wealth sold out of Extra Space Storage (EXR) in Q4 2025, closing a stake of 1,541 shares — an estimated $217K sold.

Simplicity Wealth first reported a position in EXR in Q1 2024 and held it in 4 quarters. The position peaked at $295K in Q2 2024. 745 funds tracked by Wall St. Rank hold EXR as of Q4 2025.

Simplicity Wealth reported no remaining Extra Space Storage position as of Q4 2025 after selling out during the quarter.
Simplicity Wealth sold 1,541 Extra Space Storage shares in Q4 2025, an estimated $217K.
Simplicity Wealth first reported a position in Extra Space Storage in Q1 2024 and held it in 4 quarters.
Simplicity Wealth's Extra Space Storage position peaked at $295K in Q2 2024.
745 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2025.

Based on Simplicity Wealth's 13F filing for Q4 2025, filed 30 Jan 2026.