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First Foundation Advisors’s National Storage Affiliates Trust NSA Stock Holding History

First Foundation Advisors’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
-15,778
Closed -$550K – 434
2023
Q2 		$550K Buy
+15,778
New +$595K 0.02% 235

Other funds holding NSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Balyasny Asset Management
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
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

First Foundation Advisors's NSA Position: Q3 2023 in Review

First Foundation Advisors sold out of National Storage Affiliates Trust (NSA) in Q3 2023, closing a stake of 15,778 shares — an estimated $550K sold.

First Foundation Advisors first reported a position in NSA in Q2 2023 and held it in 1 quarter. The position peaked at $550K in Q2 2023. 299 funds tracked by Wall St. Rank hold NSA as of Q3 2023.

  • First Foundation Advisors reported no remaining National Storage Affiliates Trust position as of Q3 2023 after selling out during the quarter.
  • First Foundation Advisors sold 15,778 National Storage Affiliates Trust shares in Q3 2023, an estimated $550K.
  • First Foundation Advisors first reported a position in National Storage Affiliates Trust in Q2 2023 and held it in 1 quarter.
  • First Foundation Advisors's National Storage Affiliates Trust position peaked at $550K in Q2 2023.
  • 299 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q3 2023.

Based on First Foundation Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.