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

Hunter Perkins 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
2025 Q1	–	Sell	-8,650	Closed	-$328K	–	108
2024 Q4	$328K	Sell	8,650 -2,175	-20%	-$93.2K	0.07%	97
2024 Q3	$522K	Hold	10,825	–	–	0.11%	90
2024 Q2	$446K	Sell	10,825 -1,425	-12%	-$53.7K	0.09%	96
2024 Q1	$480K	Buy	12,250 +975	+9%	+$36.6K	0.1%	92
2023 Q4	$468K	Hold	11,275	–	–	0.1%	77
2023 Q3	$358K	Buy	11,275 +2,625	+30%	+$88.9K	0.08%	105
2023 Q2	$301K	Sell	8,650 -3,733	-30%	-$141K	0.06%	110
2023 Q1	$517K	Buy	+12,383	New	+$501K	0.12%	83

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Hunter Perkins Capital Management's NSA Position: Q1 2025 in Review

Hunter Perkins Capital Management sold out of National Storage Affiliates Trust (NSA) in Q1 2025, closing a stake of 8,650 shares — an estimated $328K sold.

Hunter Perkins Capital Management first reported a position in NSA in Q1 2023 and held it in 8 quarters. The position peaked at $522K in Q3 2024. 339 funds tracked by Wall St. Rank hold NSA as of Q1 2025.

Hunter Perkins Capital Management reported no remaining National Storage Affiliates Trust position as of Q1 2025 after selling out during the quarter.
Hunter Perkins Capital Management sold 8,650 National Storage Affiliates Trust shares in Q1 2025, an estimated $328K.
Hunter Perkins Capital Management first reported a position in National Storage Affiliates Trust in Q1 2023 and held it in 8 quarters.
Hunter Perkins Capital Management's National Storage Affiliates Trust position peaked at $522K in Q3 2024.
339 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2025.

Based on Hunter Perkins Capital Management's 13F filing for Q1 2025, filed 24 Apr 2025.