Cascade Investment Advisors’s National Storage Affiliates Trust NSA Stock Holding History

Cascade Investment Advisors’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
2022 Q1	–	Sell	-20	Closed	-$1.38K	–	264
2021 Q4	$1.38K	Hold	20	–	–	﹤0.01%	256
2021 Q3	$1.05K	Hold	20	–	–	﹤0.01%	255
2021 Q2	$1.01K	Hold	20	–	–	﹤0.01%	257
2021 Q1	$798	Buy	+20	New	+$761	﹤0.01%	273
2019 Q4	–	Sell	-100	Closed	-$3.34K	–	277
2019 Q3	$3.34K	Buy	+100	New	+$3.16K	﹤0.01%	254
2018 Q2	–	Sell	-100	Closed	-$2.51K	–	216
2018 Q1	$2.51K	Buy	+100	New	+$2.52K	﹤0.01%	206
2017 Q1	–	Sell	-100	Closed	-$2.21K	–	196
2016 Q4	$2.21K	Buy	+100	New	+$2.03K	﹤0.01%	193

Other funds holding NSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Cascade Investment Advisors's NSA Position: Q1 2022 in Review

Cascade Investment Advisors sold out of National Storage Affiliates Trust (NSA) in Q1 2022, closing a stake of 20 shares — an estimated $1.38K sold.

Cascade Investment Advisors first reported a position in NSA in Q4 2016 and held it in 7 quarters. The position peaked at $3.34K in Q3 2019. 300 funds tracked by Wall St. Rank hold NSA as of Q1 2022.

Cascade Investment Advisors reported no remaining National Storage Affiliates Trust position as of Q1 2022 after selling out during the quarter.
Cascade Investment Advisors sold 20 National Storage Affiliates Trust shares in Q1 2022, an estimated $1.38K.
Cascade Investment Advisors first reported a position in National Storage Affiliates Trust in Q4 2016 and held it in 7 quarters.
Cascade Investment Advisors's National Storage Affiliates Trust position peaked at $3.34K in Q3 2019.
300 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2022.

Based on Cascade Investment Advisors's 13F filing for Q1 2022, filed 11 Apr 2022.