Jupiter Asset Management’s National Storage Affiliates Trust NSA Stock Holding History

Jupiter Asset 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
2024 Q4	–	Sell	-69,268	Closed	-$3.34M	–	451
2024 Q3	$3.34M	Buy	+69,268	New	+$3.09M	0.03%	297
2022 Q3	–	Sell	-17,787	Closed	-$890K	–	610
2022 Q2	$890K	Sell	17,787 -3,429	-16%	-$187K	0.01%	444
2022 Q1	$1.33M	Sell	21,216 -10,075	-32%	-$620K	0.02%	392
2021 Q4	$2.15M	Buy	+31,291	New	+$1.93M	0.02%	344

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

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

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Jupiter Asset Management's NSA Position: Q4 2024 in Review

Jupiter Asset Management sold out of National Storage Affiliates Trust (NSA) in Q4 2024, closing a stake of 69,268 shares — an estimated $3.34M sold.

Jupiter Asset Management first reported a position in NSA in Q4 2021 and held it in 4 quarters. The position peaked at $3.34M in Q3 2024. 349 funds tracked by Wall St. Rank hold NSA as of Q4 2024.

Jupiter Asset Management reported no remaining National Storage Affiliates Trust position as of Q4 2024 after selling out during the quarter.
Jupiter Asset Management sold 69,268 National Storage Affiliates Trust shares in Q4 2024, an estimated $3.34M.
Jupiter Asset Management first reported a position in National Storage Affiliates Trust in Q4 2021 and held it in 4 quarters.
Jupiter Asset Management's National Storage Affiliates Trust position peaked at $3.34M in Q3 2024.
349 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q4 2024.

Based on Jupiter Asset Management's 13F filing for Q4 2024, filed 10 Feb 2025.