Piermont Capital Management’s National Storage Affiliates Trust NSA Stock Holding History

Piermont Capital 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
2018 Q4	$2.82M	Buy	106,590 +13,020	+14%	+$349K	1.34%	8
2018 Q3	$2.38M	Buy	93,570 +10,680	+13%	+$304K	0.95%	55
2018 Q2	$2.56M	Buy	82,890 +4,930	+6%	+$135K	0.78%	49
2018 Q1	$1.96M	Buy	77,960 +1,670	+2%	+$42.1K	0.65%	62
2017 Q4	$2.08M	Hold	76,290	–	–	0.68%	65
2017 Q3	$1.85M	Hold	76,290	–	–	0.61%	79
2017 Q2	$1.76M	Buy	76,290 +5,430	+8%	+$130K	0.5%	79
2017 Q1	$1.69M	Buy	+70,860	New	+$1.64M	0.4%	105

Other funds holding NSA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

Piermont Capital Management's NSA Position: Q4 2018 in Review

Piermont Capital Management increased its National Storage Affiliates Trust (NSA) stake by 14% in Q4 2018, buying an estimated $349K and bringing the position to 106,590 shares worth $2.82M. The position accounts for 1.34% of the portfolio, ranked #8.

Piermont Capital Management first reported a position in NSA in Q1 2017 and has held it in 8 quarters since. 205 funds tracked by Wall St. Rank hold NSA as of Q4 2018.

Piermont Capital Management held 106,590 shares of National Storage Affiliates Trust worth $2.82M as of Q4 2018.
Piermont Capital Management bought 13,020 National Storage Affiliates Trust shares in Q4 2018, an estimated $349K.
National Storage Affiliates Trust made up 1.34% of Piermont Capital Management's portfolio in Q4 2018, its #8 holding.
Piermont Capital Management first reported a position in National Storage Affiliates Trust in Q1 2017 and has held it in 8 quarters since.
205 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q4 2018.

Based on Piermont Capital Management's 13F filing for Q4 2018, filed 13 Feb 2019.