TFP
NSA

Tilia Fiduciary Partners’s National Storage Affiliates Trust NSA Stock Holding History

Tilia Fiduciary Partners’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
2023
Q3 		– Sell
-2,286
Closed -$79.6K – 342
2023
Q2 		$79.6K Sell
2,286
-162
-7% -$6.11K 0.07% 158
2023
Q1 		$102K Sell
2,448
-240
-9% -$9.71K 0.1% 134
2022
Q4 		$97.1K Hold
2,688
– – 0.09% 142
2022
Q3 		$106K Buy
2,688
+4
+0.1% +$204 0.11% 131
2022
Q2 		$132K Sell
2,684
-132
-5% -$7.19K 0.13% 119
2022
Q1 		$177K Hold
2,816
– – 0.15% 108
2021
Q4 		$195K Buy
+2,816
New +$174K 0.16% 104

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Tilia Fiduciary Partners's NSA Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of National Storage Affiliates Trust (NSA) in Q3 2023, closing a stake of 2,286 shares — an estimated $79.6K sold.

Tilia Fiduciary Partners first reported a position in NSA in Q4 2021 and held it in 7 quarters. The position peaked at $195K in Q4 2021. 299 funds tracked by Wall St. Rank hold NSA as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining National Storage Affiliates Trust position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 2,286 National Storage Affiliates Trust shares in Q3 2023, an estimated $79.6K.
  • Tilia Fiduciary Partners first reported a position in National Storage Affiliates Trust in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's National Storage Affiliates Trust position peaked at $195K in Q4 2021.
  • 299 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.