Everence Capital Management’s National Storage Affiliates Trust NSA Stock Holding History

Everence Capital Management’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 Q2	–	Sell	-10,520	Closed	-$420K	–	739
2021 Q1	$420K	Hold	10,520	–	–	0.04%	429
2020 Q4	$379K	Hold	10,520	–	–	0.04%	430
2020 Q3	$344K	Buy	10,520 +2,590	+33%	+$83.2K	0.04%	421
2020 Q2	$238K	Hold	7,930	–	–	0.03%	528
2020 Q1	$235K	Hold	7,930	–	–	0.03%	457
2019 Q4	$267K	Hold	7,930	–	–	0.04%	513
2019 Q3	$265K	Hold	7,930	–	–	0.04%	470
2019 Q2	$229K	Buy	+7,930	New	+$232K	0.04%	510

Other funds holding NSA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Everence Capital Management's NSA Position: Q2 2021 in Review

Everence Capital Management sold out of National Storage Affiliates Trust (NSA) in Q2 2021, closing a stake of 10,520 shares — an estimated $420K sold.

Everence Capital Management first reported a position in NSA in Q2 2019 and held it in 8 quarters. The position peaked at $420K in Q1 2021. 253 funds tracked by Wall St. Rank hold NSA as of Q2 2021.

Everence Capital Management reported no remaining National Storage Affiliates Trust position as of Q2 2021 after selling out during the quarter.
Everence Capital Management sold 10,520 National Storage Affiliates Trust shares in Q2 2021, an estimated $420K.
Everence Capital Management first reported a position in National Storage Affiliates Trust in Q2 2019 and held it in 8 quarters.
Everence Capital Management's National Storage Affiliates Trust position peaked at $420K in Q1 2021.
253 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2021.

Based on Everence Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.