Johnson & White Wealth Management’s National Storage Affiliates Trust NSA Stock Holding History

Johnson & White Wealth 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	-6,106	Closed	-$228K	–	101
2024 Q4	$228K	Buy	+6,106	New	+$262K	0.14%	90
2024 Q2	–	Sell	-7,000	Closed	-$274K	–	76
2024 Q1	$274K	Hold	7,000	–	–	0.2%	68
2023 Q4	$290K	Buy	+7,000	New	+$235K	0.24%	65
2023 Q1	–	Sell	-47,535	Closed	-$1.01M	–	110
2022 Q4	$1.01M	Buy	+47,535	New	+$1.86M	1.01%	26

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

Johnson & White Wealth Management's NSA Position: Q1 2025 in Review

Johnson & White Wealth Management sold out of National Storage Affiliates Trust (NSA) in Q1 2025, closing a stake of 6,106 shares — an estimated $228K sold.

Johnson & White Wealth Management first reported a position in NSA in Q4 2022 and held it in 4 quarters. The position peaked at $1.01M in Q4 2022. 339 funds tracked by Wall St. Rank hold NSA as of Q1 2025.

Johnson & White Wealth Management reported no remaining National Storage Affiliates Trust position as of Q1 2025 after selling out during the quarter.
Johnson & White Wealth Management sold 6,106 National Storage Affiliates Trust shares in Q1 2025, an estimated $228K.
Johnson & White Wealth Management first reported a position in National Storage Affiliates Trust in Q4 2022 and held it in 4 quarters.
Johnson & White Wealth Management's National Storage Affiliates Trust position peaked at $1.01M in Q4 2022.
339 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2025.

Based on Johnson & White Wealth Management's 13F filing for Q1 2025, filed 10 Apr 2025.