CFRPA
NSA

Castle Financial & Retirement Planning Associates’s National Storage Affiliates Trust NSA Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021
Q4 		$8K Buy
+135
New +$8.34K 0.03% 119

Other funds holding NSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's NSA Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in National Storage Affiliates Trust (NSA) in Q4 2021: 135 shares worth $8K. The stake represents 0.03% of the portfolio and ranks #119 among its holdings.

305 funds tracked by Wall St. Rank hold NSA as of Q4 2021.

  • Castle Financial & Retirement Planning Associates held 135 shares of National Storage Affiliates Trust worth $8K as of Q4 2021.
  • National Storage Affiliates Trust was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
  • National Storage Affiliates Trust made up 0.03% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #119 holding.
  • 305 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.