Tarbox Family Office’s National Storage Affiliates Trust NSA Stock Holding History

Tarbox Family Office’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	-14	Closed	-$1K	–	688
2022 Q1	$1K	Hold	14	–	–	﹤0.01%	987
2021 Q4	$1K	Hold	14	–	–	﹤0.01%	1032
2021 Q3	$1K	Hold	14	–	–	﹤0.01%	1077
2021 Q2	$1K	Hold	14	–	–	﹤0.01%	1074
2021 Q1	$1K	Hold	14	–	–	﹤0.01%	1055
2020 Q4	$1K	Sell	14 -41	-75%	-$1.42K	﹤0.01%	1030
2020 Q3	$2K	Buy	55 +41	+293%	+$1.32K	﹤0.01%	811
2020 Q2	$0	Sell	14 -30	-68%	-$860	﹤0.01%	1223
2020 Q1	$1K	Buy	+44	New	+$1.46K	﹤0.01%	932

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Tarbox Family Office's NSA Position: Q2 2022 in Review

Tarbox Family Office sold out of National Storage Affiliates Trust (NSA) in Q2 2022, closing a stake of 14 shares — an estimated $1K sold.

Tarbox Family Office first reported a position in NSA in Q1 2020 and held it in 9 quarters. The position peaked at $2K in Q3 2020. 319 funds tracked by Wall St. Rank hold NSA as of Q2 2022.

Tarbox Family Office reported no remaining National Storage Affiliates Trust position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 14 National Storage Affiliates Trust shares in Q2 2022, an estimated $1K.
Tarbox Family Office first reported a position in National Storage Affiliates Trust in Q1 2020 and held it in 9 quarters.
Tarbox Family Office's National Storage Affiliates Trust position peaked at $2K in Q3 2020.
319 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.