AL
NSA

AJO LP’s National Storage Affiliates Trust NSA Stock Holding History

AJO LP’s Portfolio NSA Stock Details NSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-12,710
Closed -$415K – 525
2020
Q3 		$415K Buy
+12,710
New +$408K ﹤0.01% 553
2016
Q3 		– Sell
-721,214
Closed -$15M – 552
2016
Q2 		$15M Buy
721,214
+174,527
+32% +$3.63M 0.07% 187
2016
Q1 		$11.6M Buy
+546,687
New +$9.8M 0.05% 219

Other funds holding NSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

AJO LP's NSA Position: Q4 2020 in Review

AJO LP sold out of National Storage Affiliates Trust (NSA) in Q4 2020, closing a stake of 12,710 shares — an estimated $415K sold.

AJO LP first reported a position in NSA in Q1 2016 and held it in 3 quarters. The position peaked at $15M in Q2 2016. 217 funds tracked by Wall St. Rank hold NSA as of Q4 2020.

  • AJO LP reported no remaining National Storage Affiliates Trust position as of Q4 2020 after selling out during the quarter.
  • AJO LP sold 12,710 National Storage Affiliates Trust shares in Q4 2020, an estimated $415K.
  • AJO LP first reported a position in National Storage Affiliates Trust in Q1 2016 and held it in 3 quarters.
  • AJO LP's National Storage Affiliates Trust position peaked at $15M in Q2 2016.
  • 217 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q4 2020.

Based on AJO LP's 13F filing for Q4 2020, filed 5 Feb 2021.