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InceptionR’s National Storage Affiliates Trust NSA Stock Holding History

InceptionR’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
2023
Q4 		– Sell
-8,944
Closed -$284K – 485
2023
Q3 		$284K Sell
8,944
-1,796
-17% -$60.8K 0.16% 269
2023
Q2 		$374K Buy
+10,740
New +$405K 0.2% 215

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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

InceptionR's NSA Position: Q4 2023 in Review

InceptionR sold out of National Storage Affiliates Trust (NSA) in Q4 2023, closing a stake of 8,944 shares — an estimated $284K sold.

InceptionR first reported a position in NSA in Q2 2023 and held it in 2 quarters. The position peaked at $374K in Q2 2023. 307 funds tracked by Wall St. Rank hold NSA as of Q4 2023.

  • InceptionR reported no remaining National Storage Affiliates Trust position as of Q4 2023 after selling out during the quarter.
  • InceptionR sold 8,944 National Storage Affiliates Trust shares in Q4 2023, an estimated $284K.
  • InceptionR first reported a position in National Storage Affiliates Trust in Q2 2023 and held it in 2 quarters.
  • InceptionR's National Storage Affiliates Trust position peaked at $374K in Q2 2023.
  • 307 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q4 2023.

Based on InceptionR's 13F filing for Q4 2023, filed 8 Feb 2024.