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

HGI 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
2024 Q2	–	Sell	-14,750	Closed	-$578K	–	36
2024 Q1	$578K	Buy	+14,750	New	+$554K	0.62%	28
2023 Q4	–	Sell	-8,144	Closed	-$258K	–	52
2023 Q3	$258K	Buy	+8,144	New	+$276K	0.29%	39
2023 Q2	–	Sell	-173,180	Closed	-$7.24M	–	43
2023 Q1	$7.24M	Buy	+173,180	New	+$7M	4.78%	8
2022 Q3	–	Sell	-146,824	Closed	-$7.35M	–	41
2022 Q2	$7.35M	Buy	+146,824	New	+$8M	3.07%	13

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

Jennison Associates New York $145B AUM 34.61% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

HGI Capital Management's NSA Position: Q2 2024 in Review

HGI Capital Management sold out of National Storage Affiliates Trust (NSA) in Q2 2024, closing a stake of 14,750 shares — an estimated $578K sold.

HGI Capital Management first reported a position in NSA in Q2 2022 and held it in 4 quarters. The position peaked at $7.35M in Q2 2022. 359 funds tracked by Wall St. Rank hold NSA as of Q2 2024.

HGI Capital Management reported no remaining National Storage Affiliates Trust position as of Q2 2024 after selling out during the quarter.
HGI Capital Management sold 14,750 National Storage Affiliates Trust shares in Q2 2024, an estimated $578K.
HGI Capital Management first reported a position in National Storage Affiliates Trust in Q2 2022 and held it in 4 quarters.
HGI Capital Management's National Storage Affiliates Trust position peaked at $7.35M in Q2 2022.
359 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2024.

Based on HGI Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.