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Belpointe Asset Management’s National Storage Affiliates Trust NSA Stock Holding History

Belpointe Asset Management’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
2023
Q2 		– Sell
-1,509
Closed -$63K – 2379
2023
Q1 		$63K Buy
1,509
+343
+29% +$13.9K ﹤0.01% 1578
2022
Q4 		$42.1K Buy
+1,166
New +$45.6K ﹤0.01% 1709
2022
Q2 		– Sell
-2,373
Closed -$148K – 1215
2022
Q1 		$148K Buy
+2,373
New +$146K 0.01% 1044

Other funds holding NSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Belpointe Asset Management's NSA Position: Q2 2023 in Review

Belpointe Asset Management sold out of National Storage Affiliates Trust (NSA) in Q2 2023, closing a stake of 1,509 shares — an estimated $63K sold.

Belpointe Asset Management first reported a position in NSA in Q1 2022 and held it in 3 quarters. The position peaked at $148K in Q1 2022. 334 funds tracked by Wall St. Rank hold NSA as of Q2 2023.

  • Belpointe Asset Management reported no remaining National Storage Affiliates Trust position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 1,509 National Storage Affiliates Trust shares in Q2 2023, an estimated $63K.
  • Belpointe Asset Management first reported a position in National Storage Affiliates Trust in Q1 2022 and held it in 3 quarters.
  • Belpointe Asset Management's National Storage Affiliates Trust position peaked at $148K in Q1 2022.
  • 334 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.