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Burney Company’s National Storage Affiliates Trust NSA Stock Holding History

Burney Company’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
2025
Q1 		– Sell
-6,746
Closed -$256K – 592
2024
Q4 		$256K Sell
6,746
-1,369
-17% -$58.7K 0.01% 534
2024
Q3 		$391K Sell
8,115
-1,006
-11% -$44.9K 0.01% 470
2024
Q2 		$376K Sell
9,121
-4,992
-35% -$188K 0.01% 470
2024
Q1 		$553K Sell
14,113
-1,664
-11% -$62.5K 0.02% 418
2023
Q4 		$654K Sell
15,777
-91,832
-85% -$3.08M 0.03% 382
2023
Q3 		$3.42M Buy
107,609
+3,303
+3% +$112K 0.16% 158
2023
Q2 		$3.63M Buy
104,306
+16,577
+19% +$625K 0.17% 158
2023
Q1 		$3.67M Buy
87,729
+42,014
+92% +$1.7M 0.18% 156
2022
Q4 		$1.65M Buy
+45,715
New +$1.79M 0.08% 226

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
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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Burney Company's NSA Position: Q1 2025 in Review

Burney Company sold out of National Storage Affiliates Trust (NSA) in Q1 2025, closing a stake of 6,746 shares — an estimated $256K sold.

Burney Company first reported a position in NSA in Q4 2022 and held it in 9 quarters. The position peaked at $3.67M in Q1 2023. 339 funds tracked by Wall St. Rank hold NSA as of Q1 2025.

  • Burney Company reported no remaining National Storage Affiliates Trust position as of Q1 2025 after selling out during the quarter.
  • Burney Company sold 6,746 National Storage Affiliates Trust shares in Q1 2025, an estimated $256K.
  • Burney Company first reported a position in National Storage Affiliates Trust in Q4 2022 and held it in 9 quarters.
  • Burney Company's National Storage Affiliates Trust position peaked at $3.67M in Q1 2023.
  • 339 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2025.

Based on Burney Company's 13F filing for Q1 2025, filed 6 May 2025.