RJFSA
NSA

Raymond James Financial Services Advisors’s National Storage Affiliates Trust NSA Stock Holding History

Raymond James Financial Services Advisors’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
Q3 		$367K Sell
7,617
-1,966
-21% -$87.7K ﹤0.01% 2829
2024
Q2 		$395K Sell
9,583
-5,731
-37% -$216K ﹤0.01% 2698
2024
Q1 		$600K Sell
15,314
-282
-2% -$10.6K ﹤0.01% 2387
2023
Q4 		$647K Sell
15,596
-1,676
-10% -$56.2K ﹤0.01% 2247
2023
Q3 		$548K Buy
17,272
+9,993
+137% +$338K ﹤0.01% 2269
2023
Q2 		$254K Sell
7,279
-1,002
-12% -$37.8K ﹤0.01% 2778
2023
Q1 		$346K Buy
+8,281
New +$335K ﹤0.01% 2554
2022
Q4 		– Sell
-5,150
Closed -$214K – 3343
2022
Q3 		$214K Sell
5,150
-834
-14% -$42.6K ﹤0.01% 2814
2022
Q2 		$300K Buy
5,984
+115
+2% +$6.26K ﹤0.01% 2590
2022
Q1 		$368K Buy
5,869
+746
+15% +$45.9K ﹤0.01% 2566
2021
Q4 		$355K Buy
5,123
+452
+10% +$27.9K ﹤0.01% 2598
2021
Q3 		$247K Buy
4,671
+7
+0.2% +$386 ﹤0.01% 2827
2021
Q2 		$236K Buy
+4,664
New +$213K ﹤0.01% 2890
2016
Q4 		– Sell
-17,677
Closed -$370K – 2405
2016
Q3 		$370K Sell
17,677
-372
-2% -$7.78K ﹤0.01% 1661
2016
Q2 		$376K Buy
18,049
+4,453
+33% +$92.5K ﹤0.01% 1581
2016
Q1 		$288K Buy
+13,596
New +$244K ﹤0.01% 1574

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Raymond James Financial Services Advisors's NSA Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its National Storage Affiliates Trust (NSA) stake by 21% in Q3 2024, selling an estimated $87.7K and leaving 7,617 shares worth $367K. The position accounts for ﹤0.01% of the portfolio, ranked #2829.

Raymond James Financial Services Advisors first reported a position in NSA in Q1 2016 and has held it in 16 quarters since. The position peaked at $647K in Q4 2023. 351 funds tracked by Wall St. Rank hold NSA as of Q3 2024.

  • Raymond James Financial Services Advisors held 7,617 shares of National Storage Affiliates Trust worth $367K as of Q3 2024.
  • Raymond James Financial Services Advisors sold 1,966 National Storage Affiliates Trust shares in Q3 2024, an estimated $87.7K.
  • National Storage Affiliates Trust made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2829 holding.
  • Raymond James Financial Services Advisors first reported a position in National Storage Affiliates Trust in Q1 2016 and has held it in 16 quarters since.
  • Raymond James Financial Services Advisors's National Storage Affiliates Trust position peaked at $647K in Q4 2023.
  • 351 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.