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FORA Capital’s National Storage Affiliates Trust NSA Stock Holding History

FORA Capital’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
-5,931
Closed -$207K – 546
2023
Q2 		$207K Buy
+5,931
New +$224K 0.03% 322
2023
Q1 		– Sell
-8,070
Closed -$291K – 642
2022
Q4 		$291K Sell
8,070
-3,284
-29% -$128K 0.05% 365
2022
Q3 		$472K Buy
11,354
+6,802
+149% +$347K 0.09% 259
2022
Q2 		$228K Buy
+4,552
New +$248K 0.05% 378
2021
Q2 		– Sell
-1,782
Closed -$71K – 1058
2021
Q1 		$71K Sell
1,782
-1,278
-42% -$48.6K 0.02% 479
2020
Q4 		$110K Buy
+3,060
New +$106K 0.02% 644

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

FORA Capital's NSA Position: Q3 2023 in Review

FORA Capital sold out of National Storage Affiliates Trust (NSA) in Q3 2023, closing a stake of 5,931 shares — an estimated $207K sold.

FORA Capital first reported a position in NSA in Q4 2020 and held it in 6 quarters. The position peaked at $472K in Q3 2022. 299 funds tracked by Wall St. Rank hold NSA as of Q3 2023.

  • FORA Capital reported no remaining National Storage Affiliates Trust position as of Q3 2023 after selling out during the quarter.
  • FORA Capital sold 5,931 National Storage Affiliates Trust shares in Q3 2023, an estimated $207K.
  • FORA Capital first reported a position in National Storage Affiliates Trust in Q4 2020 and held it in 6 quarters.
  • FORA Capital's National Storage Affiliates Trust position peaked at $472K in Q3 2022.
  • 299 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q3 2023.

Based on FORA Capital's 13F filing for Q3 2023, filed 13 Nov 2023.