EXR — EXTRA SPACE STORAGE INC

Ownership history in Simplicity Wealth,LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Simplicity Wealth,LLC reported a position in EXTRA SPACE STORAGE INC (EXR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2025 Q3)
Avg. % of fund
0.01%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 1,541 +100 +6.9% 0.01% $217K $137.65
2025 Q2 REDUCED 1,441 -455 -24.0% 0.01% $212K $142.41
2024 Q2 ADDED 1,896 +261 +16.0% 0.01% $295K $143.99
2024 Q1 INITIATED 1,635 — — 0.01% $240K —
% of Fund (quarterly)    EXR price (monthly, adj. close)

Other funds also holding EXR

As of 2025 Q4 — sorted by position size

Resolution Capital Ltd 3Y 7Y 5.93% Vert Asset Management LLC 3Y 4.48% Hazelview Securities Inc. 3Y 7Y 4.28% GSI Capital Advisors LLC 3Y 7Y 4.08% CENTERSQUARE INVESTMENT MANAGEMENT LLC 3Y 7Y 3.9% COHEN & STEERS, INC. 3Y 7Y 3.76% Masterton Capital Management, LP 3Y 3.07% PGGM Investments 3Y 7Y 2.91% APG Asset Management US Inc. 3Y 7Y 2.64% Ruffer LLP 3Y 7Y 2.29%
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