Utah Retirement Systems’s National Storage Affiliates Trust NSA Stock Holding History

Utah Retirement Systems’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	–	Sell	-199,517	Closed	-$8.22M	–	991
2024 Q2	$8.22M	Sell	199,517 -600	-0.3%	-$22.6K	0.1%	187
2024 Q1	$7.84M	Sell	200,117 -64,254	-24%	-$2.41M	0.09%	212
2023 Q4	$11M	Hold	264,371	–	–	0.14%	139
2023 Q3	$8.39M	Buy	264,371 +44,200	+20%	+$1.5M	0.12%	160
2023 Q2	$7.67M	Hold	220,171	–	–	0.11%	182
2023 Q1	$9.2M	Buy	+220,171	New	+$8.91M	0.13%	149
2022 Q3	–	Sell	-64,400	Closed	-$3.22M	–	971
2022 Q2	$3.22M	Buy	+64,400	New	+$3.51M	0.05%	351

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

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Utah Retirement Systems's NSA Position: Q3 2024 in Review

Utah Retirement Systems sold out of National Storage Affiliates Trust (NSA) in Q3 2024, closing a stake of 199,517 shares — an estimated $8.22M sold.

Utah Retirement Systems first reported a position in NSA in Q2 2022 and held it in 7 quarters. The position peaked at $11M in Q4 2023. 351 funds tracked by Wall St. Rank hold NSA as of Q3 2024.

Utah Retirement Systems reported no remaining National Storage Affiliates Trust position as of Q3 2024 after selling out during the quarter.
Utah Retirement Systems sold 199,517 National Storage Affiliates Trust shares in Q3 2024, an estimated $8.22M.
Utah Retirement Systems first reported a position in National Storage Affiliates Trust in Q2 2022 and held it in 7 quarters.
Utah Retirement Systems's National Storage Affiliates Trust position peaked at $11M in Q4 2023.
351 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q3 2024.

Based on Utah Retirement Systems's 13F filing for Q3 2024, filed 14 Nov 2024.