MIM
NSA

Monashee Investment Management’s National Storage Affiliates Trust NSA Stock Holding History

Monashee Investment Management’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
2020
Q4 		– Sell
-48,500
Closed -$1.59M – 308
2020
Q3 		$1.59M Buy
+48,500
New +$1.56M 0.34% 73
2017
Q4 		– Hold
0
– – – 28
2017
Q1 		– Sell
-125,000
Closed -$2.76M – 111
2016
Q4 		$2.76M Buy
+125,000
New +$2.54M 1.34% 31
2016
Q2 		– Hold
0
– – – 6

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Monashee Investment Management's NSA Position: Q4 2020 in Review

Monashee Investment Management sold out of National Storage Affiliates Trust (NSA) in Q4 2020, closing a stake of 48,500 shares — an estimated $1.59M sold.

Monashee Investment Management first reported a position in NSA in Q4 2016 and held it in 2 quarters. The position peaked at $2.76M in Q4 2016. 217 funds tracked by Wall St. Rank hold NSA as of Q4 2020.

  • Monashee Investment Management reported no remaining National Storage Affiliates Trust position as of Q4 2020 after selling out during the quarter.
  • Monashee Investment Management sold 48,500 National Storage Affiliates Trust shares in Q4 2020, an estimated $1.59M.
  • Monashee Investment Management first reported a position in National Storage Affiliates Trust in Q4 2016 and held it in 2 quarters.
  • Monashee Investment Management's National Storage Affiliates Trust position peaked at $2.76M in Q4 2016.
  • 217 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q4 2020.

Based on Monashee Investment Management's 13F filing for Q4 2020, filed 11 Feb 2021.