Massachusetts Financial Services
NSA

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

Massachusetts 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
2025
Q2 		– Sell
-801,008
Closed -$31.6M – 918
2025
Q1 		$31.6M Sell
801,008
-290,919
-27% -$11M 0.01% 529
2024
Q4 		$41.4M Sell
1,091,927
-114,017
-9% -$4.88M 0.01% 487
2024
Q3 		$58.1M Sell
1,205,944
-33,963
-3% -$1.52M 0.02% 448
2024
Q2 		$51.1M Sell
1,239,907
-22,342
-2% -$842K 0.02% 453
2024
Q1 		$49.4M Sell
1,262,249
-4,707
-0.4% -$177K 0.01% 458
2023
Q4 		$52.5M Buy
1,266,956
+7,096
+0.6% +$238K 0.02% 443
2023
Q3 		$40M Buy
1,259,860
+64,920
+5% +$2.2M 0.01% 467
2023
Q2 		$41.6M Buy
1,194,940
+23,841
+2% +$899K 0.01% 466
2023
Q1 		$48.9M Buy
1,171,099
+92,628
+9% +$3.75M 0.02% 442
2022
Q4 		$39M Buy
1,078,471
+12,130
+1% +$474K 0.01% 482
2022
Q3 		$44.3M Buy
1,066,341
+51,116
+5% +$2.61M 0.02% 461
2022
Q2 		$50.8M Sell
1,015,225
-49,248
-5% -$2.68M 0.02% 451
2022
Q1 		$66.8M Buy
1,064,473
+5,164
+0.5% +$318K 0.02% 437
2021
Q4 		$73.3M Buy
1,059,309
+65,793
+7% +$4.06M 0.02% 440
2021
Q3 		$52.4M Buy
993,516
+40,351
+4% +$2.22M 0.02% 493
2021
Q2 		$48.2M Buy
953,165
+101,642
+12% +$4.65M 0.01% 512
2021
Q1 		$34M Buy
+851,523
New +$32.4M 0.01% 550

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

Massachusetts Financial Services's NSA Position: Q2 2025 in Review

Massachusetts Financial Services sold out of National Storage Affiliates Trust (NSA) in Q2 2025, closing a stake of 801,008 shares — an estimated $31.6M sold.

Massachusetts Financial Services first reported a position in NSA in Q1 2021 and held it in 17 quarters. The position peaked at $73.3M in Q4 2021. 341 funds tracked by Wall St. Rank hold NSA as of Q2 2025.

  • Massachusetts Financial Services reported no remaining National Storage Affiliates Trust position as of Q2 2025 after selling out during the quarter.
  • Massachusetts Financial Services sold 801,008 National Storage Affiliates Trust shares in Q2 2025, an estimated $31.6M.
  • Massachusetts Financial Services first reported a position in National Storage Affiliates Trust in Q1 2021 and held it in 17 quarters.
  • Massachusetts Financial Services's National Storage Affiliates Trust position peaked at $73.3M in Q4 2021.
  • 341 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2025.

Based on Massachusetts Financial Services's 13F filing for Q2 2025, filed 8 Aug 2025.