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

Shelton 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
2022
Q2 		– Sell
-3,823
Closed -$240K – 780
2022
Q1 		$240K Hold
3,823
– – 0.01% 681
2021
Q4 		$265K Hold
3,823
– – 0.01% 629
2021
Q3 		$202K Buy
+3,823
New +$211K 0.01% 771

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Shelton Capital Management's NSA Position: Q2 2022 in Review

Shelton Capital Management sold out of National Storage Affiliates Trust (NSA) in Q2 2022, closing a stake of 3,823 shares — an estimated $240K sold.

Shelton Capital Management first reported a position in NSA in Q3 2021 and held it in 3 quarters. The position peaked at $265K in Q4 2021. 319 funds tracked by Wall St. Rank hold NSA as of Q2 2022.

  • Shelton Capital Management reported no remaining National Storage Affiliates Trust position as of Q2 2022 after selling out during the quarter.
  • Shelton Capital Management sold 3,823 National Storage Affiliates Trust shares in Q2 2022, an estimated $240K.
  • Shelton Capital Management first reported a position in National Storage Affiliates Trust in Q3 2021 and held it in 3 quarters.
  • Shelton Capital Management's National Storage Affiliates Trust position peaked at $265K in Q4 2021.
  • 319 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2022.

Based on Shelton Capital Management's 13F filing for Q2 2022, filed 11 Aug 2022.