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

Perkins 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
2017
Q1 		$351K Buy
14,700
+3,500
+31% +$81.2K ﹤0.01% 237
2016
Q4 		$247K Buy
+11,200
New +$227K ﹤0.01% 244
2016
Q3 		– Sell
-98,173
Closed -$2.04M – 228
2016
Q2 		$2.04M Sell
98,173
-336,318
-77% -$6.99M 0.03% 197
2016
Q1 		$9.21M Sell
434,491
-299,268
-41% -$5.36M 0.14% 145
2015
Q4 		$12.6M Buy
+733,759
New +$11.5M 0.18% 121

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

Perkins Investment Management's NSA Position: Q1 2017 in Review

Perkins Investment Management increased its National Storage Affiliates Trust (NSA) stake by 31% in Q1 2017, buying an estimated $81.2K and bringing the position to 14,700 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #237.

Perkins Investment Management first reported a position in NSA in Q4 2015 and has held it in 5 quarters since. The position peaked at $12.6M in Q4 2015. 146 funds tracked by Wall St. Rank hold NSA as of Q1 2017.

  • Perkins Investment Management held 14,700 shares of National Storage Affiliates Trust worth $351K as of Q1 2017.
  • Perkins Investment Management bought 3,500 National Storage Affiliates Trust shares in Q1 2017, an estimated $81.2K.
  • National Storage Affiliates Trust made up ﹤0.01% of Perkins Investment Management's portfolio in Q1 2017, its #237 holding.
  • Perkins Investment Management first reported a position in National Storage Affiliates Trust in Q4 2015 and has held it in 5 quarters since.
  • Perkins Investment Management's National Storage Affiliates Trust position peaked at $12.6M in Q4 2015.
  • 146 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2017.

Based on Perkins Investment Management's 13F filing for Q1 2017, filed 15 May 2017.