Colonial River Investments’s National Storage Affiliates Trust NSA Stock Holding History

Colonial River Investments’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
2024 Q4	–	Sell	-5,125	Closed	-$247K	–	224
2024 Q3	$247K	Sell	5,125 -170	-3%	-$7.59K	0.12%	179
2024 Q2	$218K	Hold	5,295	–	–	0.12%	152
2024 Q1	$207K	Hold	5,295	–	–	0.12%	158
2023 Q4	$220K	Buy	+5,295	New	+$177K	0.13%	179
2022 Q3	–	Sell	-4,516	Closed	-$226K	–	194
2022 Q2	$226K	Hold	4,516	–	–	0.15%	164
2022 Q1	$283K	Buy	4,516 +156	+4%	+$9.6K	0.16%	155
2021 Q4	$302K	Buy	+4,360	New	+$269K	0.16%	157

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Colonial River Investments's NSA Position: Q4 2024 in Review

Colonial River Investments sold out of National Storage Affiliates Trust (NSA) in Q4 2024, closing a stake of 5,125 shares — an estimated $247K sold.

Colonial River Investments first reported a position in NSA in Q4 2021 and held it in 7 quarters. The position peaked at $302K in Q4 2021. 349 funds tracked by Wall St. Rank hold NSA as of Q4 2024.

Colonial River Investments reported no remaining National Storage Affiliates Trust position as of Q4 2024 after selling out during the quarter.
Colonial River Investments sold 5,125 National Storage Affiliates Trust shares in Q4 2024, an estimated $247K.
Colonial River Investments first reported a position in National Storage Affiliates Trust in Q4 2021 and held it in 7 quarters.
Colonial River Investments's National Storage Affiliates Trust position peaked at $302K in Q4 2021.
349 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q4 2024.

Based on Colonial River Investments's 13F filing for Q4 2024, filed 4 Feb 2025.