LTFS
NSA

Ladenburg Thalmann Financial Services’s National Storage Affiliates Trust NSA Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$198K Sell
5,920
-11,922
-67% -$400K ﹤0.01% 2512
2019
Q3 		$595K Buy
17,842
+831
+5% +$26.3K ﹤0.01% 1616
2019
Q2 		$491K Buy
17,011
+1,719
+11% +$50.3K ﹤0.01% 1758
2019
Q1 		$435K Buy
15,292
+554
+4% +$15.4K ﹤0.01% 1797
2018
Q4 		$389K Buy
14,738
+2,941
+25% +$78.8K ﹤0.01% 1726
2018
Q3 		$300K Buy
11,797
+7,098
+151% +$202K ﹤0.01% 1997
2018
Q2 		$118K Hold
4,699
– – ﹤0.01% 2653
2018
Q1 		$118K Buy
4,699
+1,815
+63% +$45.8K ﹤0.01% 2653
2017
Q4 		$79K Buy
2,884
+255
+10% +$6.56K ﹤0.01% 2889
2017
Q3 		$64K Sell
2,629
-90
-3% -$2.04K ﹤0.01% 2922
2017
Q2 		$63K Buy
2,719
+1,708
+169% +$41K ﹤0.01% 2867
2017
Q1 		$24K Sell
1,011
-1,204
-54% -$27.9K ﹤0.01% 3435
2016
Q4 		$49K Buy
2,215
+953
+76% +$19.3K ﹤0.01% 2863
2016
Q3 		$26K Buy
+1,262
New +$26.4K ﹤0.01% 3231

Other funds holding NSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Ladenburg Thalmann Financial Services's NSA Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its National Storage Affiliates Trust (NSA) stake by 67% in Q4 2019, selling an estimated $400K and leaving 5,920 shares worth $198K. The position accounts for ﹤0.01% of the portfolio, ranked #2512.

Ladenburg Thalmann Financial Services first reported a position in NSA in Q3 2016 and has held it in 14 quarters since. The position peaked at $595K in Q3 2019. 203 funds tracked by Wall St. Rank hold NSA as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 5,920 shares of National Storage Affiliates Trust worth $198K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 11,922 National Storage Affiliates Trust shares in Q4 2019, an estimated $400K.
  • National Storage Affiliates Trust made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2512 holding.
  • Ladenburg Thalmann Financial Services first reported a position in National Storage Affiliates Trust in Q3 2016 and has held it in 14 quarters since.
  • Ladenburg Thalmann Financial Services's National Storage Affiliates Trust position peaked at $595K in Q3 2019.
  • 203 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.