Lee Financial’s National Storage Affiliates Trust NSA Stock Holding History

Lee Financial’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 Q1	–	Sell	-225	Closed	-$9.33K	–	596
2023 Q4	$9.33K	Hold	225	–	–	﹤0.01%	444
2023 Q3	$7.14K	Hold	225	–	–	﹤0.01%	463
2023 Q2	$7.84K	Hold	225	–	–	﹤0.01%	448
2023 Q1	$9.4K	Buy	225 +60	+36%	+$2.43K	﹤0.01%	433
2022 Q4	$5.96K	Hold	165	–	–	﹤0.01%	527
2022 Q3	$7K	Buy	165 +162	+5,400%	+$8.27K	﹤0.01%	497
2022 Q2	$0	Buy	+3	New	+$163	﹤0.01%	944
2018 Q3	–	Sell	-1,700	Closed	-$52K	–	628
2018 Q2	$52K	Sell	1,700 -1,700	-50%	-$46.6K	0.01%	263
2018 Q1	$85K	Buy	3,400 +1,700	+100%	+$42.9K	0.02%	222
2017 Q4	$46K	Hold	1,700	–	–	0.01%	190
2017 Q3	$41K	Hold	1,700	–	–	0.01%	193
2017 Q2	$39K	Buy	+1,700	New	+$40.8K	0.01%	205

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lee Financial's NSA Position: Q1 2024 in Review

Lee Financial sold out of National Storage Affiliates Trust (NSA) in Q1 2024, closing a stake of 225 shares — an estimated $9.33K sold.

Lee Financial first reported a position in NSA in Q2 2017 and held it in 12 quarters. The position peaked at $85K in Q1 2018. 323 funds tracked by Wall St. Rank hold NSA as of Q1 2024.

Lee Financial reported no remaining National Storage Affiliates Trust position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 225 National Storage Affiliates Trust shares in Q1 2024, an estimated $9.33K.
Lee Financial first reported a position in National Storage Affiliates Trust in Q2 2017 and held it in 12 quarters.
Lee Financial's National Storage Affiliates Trust position peaked at $85K in Q1 2018.
323 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.