Duality Advisers’s National Storage Affiliates Trust NSA Stock Holding History

Duality Advisers’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
2023 Q3	–	Sell	-6,379	Closed	-$222K	–	666
2023 Q2	$222K	Buy	+6,379	New	+$241K	0.03%	474
2021 Q4	–	Sell	-10,605	Closed	-$560K	–	633
2021 Q3	$560K	Buy	+10,605	New	+$584K	0.04%	432
2021 Q1	–	Sell	-7,397	Closed	-$267K	–	656
2020 Q4	$267K	Sell	7,397 -13,823	-65%	-$477K	0.02%	503
2020 Q3	$694K	Buy	+21,220	New	+$681K	0.04%	433

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

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

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

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Duality Advisers's NSA Position: Q3 2023 in Review

Duality Advisers sold out of National Storage Affiliates Trust (NSA) in Q3 2023, closing a stake of 6,379 shares — an estimated $222K sold.

Duality Advisers first reported a position in NSA in Q3 2020 and held it in 4 quarters. The position peaked at $694K in Q3 2020. 299 funds tracked by Wall St. Rank hold NSA as of Q3 2023.

Duality Advisers reported no remaining National Storage Affiliates Trust position as of Q3 2023 after selling out during the quarter.
Duality Advisers sold 6,379 National Storage Affiliates Trust shares in Q3 2023, an estimated $222K.
Duality Advisers first reported a position in National Storage Affiliates Trust in Q3 2020 and held it in 4 quarters.
Duality Advisers's National Storage Affiliates Trust position peaked at $694K in Q3 2020.
299 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q3 2023.

Based on Duality Advisers's 13F filing for Q3 2023, filed 2 Nov 2023.