Ray Dalio's EXR Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 4,608 shares of Extra Space Storage Inc. (EXR) worth $604,247, representing 0.00% of the portfolio. First purchased in 2018-Q1, this medium-term investment has been held for 15 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in EXR, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2022, adding 131,031 shares. Largest reduction occurred in Q1 2023, reducing 141,359 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Extra Space Storage (EXR) Holding Value Over Time
Track share changes against reported price movement
Quarterly Extra Space Storage (EXR) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +4,608 | New Buy | 4,608 | $131.13 |
| Q2 2023 | -73,901 | Sold Out | 0 | $0.00 |
| Q1 2023 | -141,359 | Reduce 65.67% | 73,901 | $162.93 |
| Q4 2022 | +29,629 | Add 15.96% | 215,260 | $147.18 |
| Q3 2022 | +131,031 | Add 239.98% | 185,631 | $172.71 |
| Q2 2022 | +23,956 | Add 78.18% | 54,600 | $170.13 |
| Q1 2022 | +30,644 | New Buy | 30,644 | $205.59 |
| Q4 2019 | -7,907 | Sold Out | 0 | $0.00 |
| Q3 2019 | +1,473 | Add 22.89% | 7,907 | $116.86 |
| Q2 2019 | +6,434 | New Buy | 6,434 | $106.15 |
| Q1 2019 | -4,654 | Sold Out | 0 | $0.00 |
| Q4 2018 | -4,974 | Reduce 51.66% | 4,654 | $90.46 |
| Q3 2018 | +4,046 | Add 72.48% | 9,628 | $86.62 |
| Q2 2018 | -4,926 | Reduce 46.88% | 5,582 | $99.79 |
| Q1 2018 | +10,508 | New Buy | 10,508 | $87.36 |
Ray Dalio's Extra Space Storage Investment FAQs
Ray Dalio first purchased Extra Space Storage Inc. (EXR) in Q1 2018, acquiring 10,508 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Extra Space Storage Inc. (EXR) for 15 quarters since Q1 2018.
Ray Dalio's largest addition to Extra Space Storage Inc. (EXR) was in Q3 2022, adding 185,631 shares worth $32.06 M.
According to the latest 13F filing for Q1 2026, Ray Dalio's firm, Bridgewater Associates, Lp, owns 4,608 shares of Extra Space Storage Inc. (EXR), valued at approximately $604,247.
As of the Q1 2026 filing, Extra Space Storage Inc. (EXR) represents approximately 0.00% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Extra Space Storage Inc. (EXR) was 215,260 shares, as reported at the end of Q4 2022.