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

Mackenzie 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 Q4	–	Sell	-4,285	Closed	-$207K	–	1762
2024 Q3	$207K	Buy	+4,285	New	+$191K	﹤0.01%	1375
2022 Q4	–	Sell	-9,554	Closed	-$397K	–	1541
2022 Q3	$397K	Buy	9,554 +37	+0.4%	+$1.89K	﹤0.01%	995
2022 Q2	$477K	Sell	9,517 -4,214	-31%	-$229K	﹤0.01%	957
2022 Q1	$862K	Buy	13,731 +300	+2%	+$18.5K	﹤0.01%	912
2021 Q4	$929K	Sell	13,431 -541	-4%	-$33.4K	﹤0.01%	917
2021 Q3	$738K	Buy	13,972 +2,332	+20%	+$128K	﹤0.01%	948
2021 Q2	$589K	Buy	11,640 +6,289	+118%	+$288K	﹤0.01%	956
2021 Q1	$214K	Buy	+5,351	New	+$204K	﹤0.01%	1069

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

Mackenzie Financial's NSA Position: Q4 2024 in Review

Mackenzie Financial sold out of National Storage Affiliates Trust (NSA) in Q4 2024, closing a stake of 4,285 shares — an estimated $207K sold.

Mackenzie Financial first reported a position in NSA in Q1 2021 and held it in 8 quarters. The position peaked at $929K in Q4 2021. 349 funds tracked by Wall St. Rank hold NSA as of Q4 2024.

Mackenzie Financial reported no remaining National Storage Affiliates Trust position as of Q4 2024 after selling out during the quarter.
Mackenzie Financial sold 4,285 National Storage Affiliates Trust shares in Q4 2024, an estimated $207K.
Mackenzie Financial first reported a position in National Storage Affiliates Trust in Q1 2021 and held it in 8 quarters.
Mackenzie Financial's National Storage Affiliates Trust position peaked at $929K in Q4 2021.
349 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q4 2024.

Based on Mackenzie Financial's 13F filing for Q4 2024, filed 14 Feb 2025.