Convergence Investment Partners’s National Storage Affiliates Trust NSA Stock Holding History

Convergence Investment Partners’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	-31,449	Closed	-$1.52M	–	280
2024 Q3	$1.52M	Buy	31,449 +16,537	+111%	+$738K	0.41%	77
2024 Q2	$615K	Buy	+14,912	New	+$562K	0.18%	171
2023 Q1	–	Sell	-24,772	Closed	-$895K	–	223
2022 Q4	$895K	Buy	24,772 +483	+2%	+$18.9K	0.53%	67
2022 Q3	$1.01M	Buy	24,289 +53	+0.2%	+$2.71K	0.66%	56
2022 Q2	$1.21M	Buy	+24,236	New	+$1.32M	0.73%	50
2020 Q2	–	Sell	-20,507	Closed	-$607K	–	241
2020 Q1	$607K	Buy	+20,507	New	+$680K	0.27%	117
2018 Q1	–	Sell	-59,084	Closed	-$1.61M	–	1051
2017 Q4	$1.61M	Buy	59,084 +28,577	+94%	+$736K	0.22%	168
2017 Q3	$739K	Buy	+30,507	New	+$693K	0.1%	254

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

Convergence Investment Partners's NSA Position: Q4 2024 in Review

Convergence Investment Partners sold out of National Storage Affiliates Trust (NSA) in Q4 2024, closing a stake of 31,449 shares — an estimated $1.52M sold.

Convergence Investment Partners first reported a position in NSA in Q3 2017 and held it in 8 quarters. The position peaked at $1.61M in Q4 2017. 349 funds tracked by Wall St. Rank hold NSA as of Q4 2024.

Convergence Investment Partners reported no remaining National Storage Affiliates Trust position as of Q4 2024 after selling out during the quarter.
Convergence Investment Partners sold 31,449 National Storage Affiliates Trust shares in Q4 2024, an estimated $1.52M.
Convergence Investment Partners first reported a position in National Storage Affiliates Trust in Q3 2017 and held it in 8 quarters.
Convergence Investment Partners's National Storage Affiliates Trust position peaked at $1.61M in Q4 2017.
349 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q4 2024.

Based on Convergence Investment Partners's 13F filing for Q4 2024, filed 31 Jan 2025.