HWC
NSA

Hill Winds Capital’s National Storage Affiliates Trust NSA Stock Holding History

Hill Winds 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
2022
Q3 		– Sell
-40,000
Closed -$2M – 50
2022
Q2 		$2M Buy
+40,000
New +$2.18M 0.97% 33
2021
Q1 		– Sell
-138,000
Closed -$4.97M – 43
2020
Q4 		$4.97M Buy
138,000
+23,000
+20% +$794K 3.67% 15
2020
Q3 		$3.76M Buy
+115,000
New +$3.69M 2.99% 15

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Hill Winds Capital's NSA Position: Q3 2022 in Review

Hill Winds Capital sold out of National Storage Affiliates Trust (NSA) in Q3 2022, closing a stake of 40,000 shares — an estimated $2M sold.

Hill Winds Capital first reported a position in NSA in Q3 2020 and held it in 3 quarters. The position peaked at $4.97M in Q4 2020. 314 funds tracked by Wall St. Rank hold NSA as of Q3 2022.

  • Hill Winds Capital reported no remaining National Storage Affiliates Trust position as of Q3 2022 after selling out during the quarter.
  • Hill Winds Capital sold 40,000 National Storage Affiliates Trust shares in Q3 2022, an estimated $2M.
  • Hill Winds Capital first reported a position in National Storage Affiliates Trust in Q3 2020 and held it in 3 quarters.
  • Hill Winds Capital's National Storage Affiliates Trust position peaked at $4.97M in Q4 2020.
  • 314 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q3 2022.

Based on Hill Winds Capital's 13F filing for Q3 2022, filed 14 Nov 2022.