IAA
NSA icon

Independent Advisor Alliance’s National Storage Affiliates Trust NSA Stock Holding History

Independent Advisor Alliance’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
Q4 		– Sell
-31,510
Closed -$1.52M – 1365
2024
Q3 		$1.52M Buy
31,510
+3,477
+12% +$155K 0.06% 259
2024
Q2 		$1.16M Buy
+28,033
New +$1.06M 0.04% 297

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Independent Advisor Alliance's NSA Position: Q4 2024 in Review

Independent Advisor Alliance sold out of National Storage Affiliates Trust (NSA) in Q4 2024, closing a stake of 31,510 shares — an estimated $1.52M sold.

Independent Advisor Alliance first reported a position in NSA in Q2 2024 and held it in 2 quarters. The position peaked at $1.52M in Q3 2024. 349 funds tracked by Wall St. Rank hold NSA as of Q4 2024.

  • Independent Advisor Alliance reported no remaining National Storage Affiliates Trust position as of Q4 2024 after selling out during the quarter.
  • Independent Advisor Alliance sold 31,510 National Storage Affiliates Trust shares in Q4 2024, an estimated $1.52M.
  • Independent Advisor Alliance first reported a position in National Storage Affiliates Trust in Q2 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's National Storage Affiliates Trust position peaked at $1.52M in Q3 2024.
  • 349 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q4 2024.

Based on Independent Advisor Alliance's 13F filing for Q4 2024, filed 7 Feb 2025.