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

HMS 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
2022
Q4 		– Sell
-5,796
Closed -$241K – 112
2022
Q3 		$241K Buy
5,796
+67
+1% +$3.42K 0.15% 107
2022
Q2 		$287K Buy
5,729
+2
+0% +$109 0.14% 95
2022
Q1 		$359K Buy
+5,727
New +$352K 0.15% 105

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

HMS Capital Management's NSA Position: Q4 2022 in Review

HMS Capital Management sold out of National Storage Affiliates Trust (NSA) in Q4 2022, closing a stake of 5,796 shares — an estimated $241K sold.

HMS Capital Management first reported a position in NSA in Q1 2022 and held it in 3 quarters. The position peaked at $359K in Q1 2022. 318 funds tracked by Wall St. Rank hold NSA as of Q4 2022.

  • HMS Capital Management reported no remaining National Storage Affiliates Trust position as of Q4 2022 after selling out during the quarter.
  • HMS Capital Management sold 5,796 National Storage Affiliates Trust shares in Q4 2022, an estimated $241K.
  • HMS Capital Management first reported a position in National Storage Affiliates Trust in Q1 2022 and held it in 3 quarters.
  • HMS Capital Management's National Storage Affiliates Trust position peaked at $359K in Q1 2022.
  • 318 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q4 2022.

Based on HMS Capital Management's 13F filing for Q4 2022, filed 23 Jan 2023.