Loomis, Sayles & Company
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Loomis, Sayles & Company’s National Storage Affiliates Trust NSA Stock Holding History

Loomis, Sayles & Company’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
-520
Closed -$25K – 772
2024
Q3 		$25K Buy
+520
New +$23.2K ﹤0.01% 667
2024
Q1 		– Sell
-15
Closed -$1K – 883
2023
Q4 		$1K Sell
15
-932
-98% -$31.2K ﹤0.01% 959
2023
Q3 		$30K Sell
947
-1,059
-53% -$35.9K ﹤0.01% 662
2023
Q2 		$70K Buy
2,006
+515
+35% +$19.4K ﹤0.01% 569
2023
Q1 		$62K Sell
1,491
-1,999
-57% -$80.9K ﹤0.01% 593
2022
Q4 		$126K Buy
3,490
+3,465
+13,860% +$136K ﹤0.01% 530
2022
Q3 		$1K Sell
25
-6
-19% -$306 ﹤0.01% 915
2022
Q2 		$2K Sell
31
-3,053
-99% -$166K ﹤0.01% 862
2022
Q1 		$194K Sell
3,084
-88
-3% -$5.41K ﹤0.01% 551
2021
Q4 		$220K Buy
3,172
+147
+5% +$9.08K ﹤0.01% 550
2021
Q3 		$160K Buy
3,025
+2,712
+866% +$149K ﹤0.01% 537
2021
Q2 		$16K Buy
313
+153
+96% +$7K ﹤0.01% 709
2021
Q1 		$6K Hold
160
– – ﹤0.01% 809
2020
Q4 		$6K Hold
160
– – ﹤0.01% 748
2020
Q3 		$5K Sell
160
-12
-7% -$385 ﹤0.01% 628
2020
Q2 		$5K Buy
172
+9
+6% +$258 ﹤0.01% 669
2020
Q1 		$5K Sell
163
-89
-35% -$2.95K ﹤0.01% 694
2019
Q4 		$8K Sell
252
-876
-78% -$29.4K ﹤0.01% 714
2019
Q3 		$38K Sell
1,128
-95
-8% -$3.01K ﹤0.01% 676
2019
Q2 		$35K Buy
1,223
+6
+0.5% +$176 ﹤0.01% 537
2019
Q1 		$35K Buy
1,217
+116
+11% +$3.22K ﹤0.01% 561
2018
Q4 		$29K Sell
1,101
-96
-8% -$2.57K ﹤0.01% 629
2018
Q3 		$30K Buy
1,197
+419
+54% +$11.9K ﹤0.01% 679
2018
Q2 		$24K Buy
+778
New +$21.3K ﹤0.01% 755
2016
Q3 		– Sell
-53
Closed -$1K – 1052
2016
Q2 		$1K Buy
+53
New +$1.1K ﹤0.01% 978

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Jennison Associates
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

Loomis, Sayles & Company's NSA Position: Q4 2024 in Review

Loomis, Sayles & Company sold out of National Storage Affiliates Trust (NSA) in Q4 2024, closing a stake of 520 shares — an estimated $25K sold.

Loomis, Sayles & Company first reported a position in NSA in Q2 2016 and held it in 25 quarters. The position peaked at $220K in Q4 2021. 349 funds tracked by Wall St. Rank hold NSA as of Q4 2024.

  • Loomis, Sayles & Company reported no remaining National Storage Affiliates Trust position as of Q4 2024 after selling out during the quarter.
  • Loomis, Sayles & Company sold 520 National Storage Affiliates Trust shares in Q4 2024, an estimated $25K.
  • Loomis, Sayles & Company first reported a position in National Storage Affiliates Trust in Q2 2016 and held it in 25 quarters.
  • Loomis, Sayles & Company's National Storage Affiliates Trust position peaked at $220K in Q4 2021.
  • 349 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q4 2024.

Based on Loomis, Sayles & Company's 13F filing for Q4 2024, filed 12 Feb 2025.