AG
NSA

Aperio Group’s National Storage Affiliates Trust NSA Stock Holding History

Aperio Group’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 		$780K Buy
21,641
+5,232
+32% +$181K ﹤0.01% 1731
2020
Q3 		$537K Buy
16,409
+1,497
+10% +$48.1K ﹤0.01% 1775
2020
Q2 		$427K Sell
14,912
-7,098
-32% -$204K ﹤0.01% 1844
2020
Q1 		$652K Sell
22,010
-2
-0% -$66 ﹤0.01% 1506
2019
Q4 		$740K Buy
22,012
+5,689
+35% +$191K ﹤0.01% 1609
2019
Q3 		$545K Buy
16,323
+1,010
+7% +$32K ﹤0.01% 1712
2019
Q2 		$443K Buy
15,313
+2,167
+16% +$63.4K ﹤0.01% 1853
2019
Q1 		$375K Buy
13,146
+4,476
+52% +$124K ﹤0.01% 1896
2018
Q4 		$229K Buy
+8,670
New +$232K ﹤0.01% 2076

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

Aperio Group's NSA Position: Q4 2020 in Review

Aperio Group increased its National Storage Affiliates Trust (NSA) stake by 32% in Q4 2020, buying an estimated $181K and bringing the position to 21,641 shares worth $780K. The position accounts for ﹤0.01% of the portfolio, ranked #1731.

Aperio Group first reported a position in NSA in Q4 2018 and has held it in 9 quarters since. 217 funds tracked by Wall St. Rank hold NSA as of Q4 2020.

  • Aperio Group held 21,641 shares of National Storage Affiliates Trust worth $780K as of Q4 2020.
  • Aperio Group bought 5,232 National Storage Affiliates Trust shares in Q4 2020, an estimated $181K.
  • National Storage Affiliates Trust made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1731 holding.
  • Aperio Group first reported a position in National Storage Affiliates Trust in Q4 2018 and has held it in 9 quarters since.
  • 217 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q4 2020.

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