D.A. Davidson & Co’s National Storage Affiliates Trust NSA Stock Holding History

D.A. Davidson & Co’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 Q3	–	Sell	-11,730	Closed	-$484K	–	1417
2024 Q2	$484K	Buy	+11,730	New	+$442K	﹤0.01%	989
2024 Q1	–	Sell	-5,969	Closed	-$248K	–	1435
2023 Q4	$248K	Buy	+5,969	New	+$200K	﹤0.01%	1181
2019 Q2	–	Sell	-14,496	Closed	-$413K	–	1103
2019 Q1	$413K	Buy	14,496 +3,115	+27%	+$86.4K	0.01%	745
2018 Q4	$301K	Buy	+11,381	New	+$305K	0.01%	820
2017 Q3	–	Sell	-1,698	Closed	-$39K	–	1689
2017 Q2	$39K	Buy	1,698 +400	+31%	+$9.59K	﹤0.01%	1612
2017 Q1	$31K	Buy	+1,298	New	+$30.1K	﹤0.01%	1694

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

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

D.A. Davidson & Co's NSA Position: Q3 2024 in Review

D.A. Davidson & Co sold out of National Storage Affiliates Trust (NSA) in Q3 2024, closing a stake of 11,730 shares — an estimated $484K sold.

D.A. Davidson & Co first reported a position in NSA in Q1 2017 and held it in 6 quarters. The position peaked at $484K in Q2 2024. 351 funds tracked by Wall St. Rank hold NSA as of Q3 2024.

D.A. Davidson & Co reported no remaining National Storage Affiliates Trust position as of Q3 2024 after selling out during the quarter.
D.A. Davidson & Co sold 11,730 National Storage Affiliates Trust shares in Q3 2024, an estimated $484K.
D.A. Davidson & Co first reported a position in National Storage Affiliates Trust in Q1 2017 and held it in 6 quarters.
D.A. Davidson & Co's National Storage Affiliates Trust position peaked at $484K in Q2 2024.
351 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q3 2024.

Based on D.A. Davidson & Co's 13F filing for Q3 2024, filed 13 Nov 2024.