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

Redwood 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
2025 Q1	–	Sell	-6,874	Closed	-$261K	–	341
2024 Q4	$261K	Sell	6,874 -97,212	-93%	-$4.16M	0.03%	304
2024 Q3	$4.95M	Sell	104,086 -35,115	-25%	-$1.57M	0.44%	36
2024 Q2	$5.84M	Sell	139,201 -492	-0.4%	-$18.5K	0.51%	45
2024 Q1	$5.47M	Buy	139,693 +28,533	+26%	+$1.07M	0.52%	47
2023 Q4	$4.61M	Buy	+111,160	New	+$3.73M	0.42%	53

Other funds holding NSA

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

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Redwood Investment Management's NSA Position: Q1 2025 in Review

Redwood Investment Management sold out of National Storage Affiliates Trust (NSA) in Q1 2025, closing a stake of 6,874 shares — an estimated $261K sold.

Redwood Investment Management first reported a position in NSA in Q4 2023 and held it in 5 quarters. The position peaked at $5.84M in Q2 2024. 339 funds tracked by Wall St. Rank hold NSA as of Q1 2025.

Redwood Investment Management reported no remaining National Storage Affiliates Trust position as of Q1 2025 after selling out during the quarter.
Redwood Investment Management sold 6,874 National Storage Affiliates Trust shares in Q1 2025, an estimated $261K.
Redwood Investment Management first reported a position in National Storage Affiliates Trust in Q4 2023 and held it in 5 quarters.
Redwood Investment Management's National Storage Affiliates Trust position peaked at $5.84M in Q2 2024.
339 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2025.

Based on Redwood Investment Management's 13F filing for Q1 2025, filed 14 May 2025.