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

Kennedy 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
Q2 		– Sell
-314,218
Closed -$12.4M – 649
2025
Q1 		$12.4M Buy
314,218
+139,694
+80% +$5.26M 0.3% 109
2024
Q4 		$6.62M Sell
174,524
-95,463
-35% -$4.09M 0.15% 248
2024
Q3 		$13M Buy
269,987
+18,333
+7% +$818K 0.29% 93
2024
Q2 		$10.4M Sell
251,654
-34,370
-12% -$1.3M 0.22% 149
2024
Q1 		$11.2M Sell
286,024
-307,851
-52% -$11.6M 0.23% 147
2023
Q4 		$24.6M Sell
593,875
-79,248
-12% -$2.66M 0.54% 20
2023
Q3 		$21.4M Sell
673,123
-4,518
-0.7% -$153K 0.52% 24
2023
Q2 		$23.6M Buy
677,641
+83,565
+14% +$3.15M 0.55% 19
2023
Q1 		$24.8M Buy
594,076
+25,558
+4% +$1.03M 0.73% 10
2022
Q4 		$20.5M Sell
568,518
-33,161
-6% -$1.3M 0.58% 21
2022
Q3 		$25M Buy
601,679
+40,352
+7% +$2.06M 0.74% 10
2022
Q2 		$28.1M Buy
561,327
+175,412
+45% +$9.55M 0.79% 4
2022
Q1 		$24.2M Buy
385,915
+83,087
+27% +$5.11M 0.57% 20
2021
Q4 		$21M Buy
302,828
+229,115
+311% +$14.2M 0.44% 43
2021
Q3 		$3.89M Buy
73,713
+615
+0.8% +$33.9K 0.09% 388
2021
Q2 		$3.7M Buy
73,098
+581
+0.8% +$26.6K 0.08% 410
2021
Q1 		$2.9M Sell
72,517
-106,219
-59% -$4.04M 0.06% 472
2020
Q4 		$6.44M Sell
178,736
-135,650
-43% -$4.68M 0.15% 269
2020
Q3 		$10.3M Sell
314,386
-43,555
-12% -$1.4M 0.29% 89
2020
Q2 		$10.3M Sell
357,941
-46,579
-12% -$1.34M 0.3% 84
2020
Q1 		$12M Sell
404,520
-5,820
-1% -$193K 0.44% 20
2019
Q4 		$13.8M Buy
410,340
+12,688
+3% +$425K 0.34% 54
2019
Q3 		$13.3M Buy
397,652
+98,305
+33% +$3.11M 0.33% 60
2019
Q2 		$8.66M Buy
+299,347
New +$8.76M 0.21% 164

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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Kennedy Capital Management's NSA Position: Q2 2025 in Review

Kennedy Capital Management sold out of National Storage Affiliates Trust (NSA) in Q2 2025, closing a stake of 314,218 shares — an estimated $12.4M sold.

Kennedy Capital Management first reported a position in NSA in Q2 2019 and held it in 24 quarters. The position peaked at $28.1M in Q2 2022. 341 funds tracked by Wall St. Rank hold NSA as of Q2 2025.

  • Kennedy Capital Management reported no remaining National Storage Affiliates Trust position as of Q2 2025 after selling out during the quarter.
  • Kennedy Capital Management sold 314,218 National Storage Affiliates Trust shares in Q2 2025, an estimated $12.4M.
  • Kennedy Capital Management first reported a position in National Storage Affiliates Trust in Q2 2019 and held it in 24 quarters.
  • Kennedy Capital Management's National Storage Affiliates Trust position peaked at $28.1M in Q2 2022.
  • 341 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2025.

Based on Kennedy Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.