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Harvest Fund Management’s National Storage Affiliates Trust NSA Stock Holding History

Harvest Fund 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
2024
Q1 		– Sell
-483
Closed -$20K – 731
2023
Q4 		$20K Hold
483
– – ﹤0.01% 504
2023
Q3 		$15K Sell
483
-1,813
-79% -$61.4K ﹤0.01% 503
2023
Q2 		$80K Hold
2,296
– – 0.02% 359
2023
Q1 		$96K Hold
2,296
– – 0.02% 344
2022
Q4 		$83K Hold
2,296
– – 0.02% 379
2022
Q3 		$95K Sell
2,296
-244
-10% -$12.5K 0.03% 308
2022
Q2 		$127K Sell
2,540
-473
-16% -$25.8K 0.04% 253
2022
Q1 		$189K Sell
3,013
-599
-17% -$36.9K 0.04% 219
2021
Q4 		$248K Sell
3,612
-163
-4% -$10.1K 0.04% 207
2021
Q3 		$199K Sell
3,775
-1,669
-31% -$91.9K 0.05% 161
2021
Q2 		$273K Buy
5,444
+400
+8% +$18.3K 0.03% 110
2021
Q1 		$201K Hold
5,044
– – 0.02% 142
2020
Q4 		$181K Buy
5,044
+905
+22% +$31.2K 0.02% 165
2020
Q3 		$143K Hold
4,139
– – 0.01% 213
2020
Q2 		$124K Buy
+4,139
New +$119K 0.01% 203

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Harvest Fund Management's NSA Position: Q1 2024 in Review

Harvest Fund Management sold out of National Storage Affiliates Trust (NSA) in Q1 2024, closing a stake of 483 shares — an estimated $20K sold.

Harvest Fund Management first reported a position in NSA in Q2 2020 and held it in 15 quarters. The position peaked at $273K in Q2 2021. 323 funds tracked by Wall St. Rank hold NSA as of Q1 2024.

  • Harvest Fund Management reported no remaining National Storage Affiliates Trust position as of Q1 2024 after selling out during the quarter.
  • Harvest Fund Management sold 483 National Storage Affiliates Trust shares in Q1 2024, an estimated $20K.
  • Harvest Fund Management first reported a position in National Storage Affiliates Trust in Q2 2020 and held it in 15 quarters.
  • Harvest Fund Management's National Storage Affiliates Trust position peaked at $273K in Q2 2021.
  • 323 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2024.

Based on Harvest Fund Management's 13F filing for Q1 2024, filed 14 May 2024.