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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,184,404	Closed	-$49.1M	–	239
2023 Q4	$49.1M	Sell	1,184,404 -154,915	-12%	-$5.19M	0.49%	56
2023 Q3	$42.5M	Buy	1,339,319 +106,395	+9%	+$3.6M	0.48%	55
2023 Q2	$42.9M	Buy	1,232,924 +207,539	+20%	+$7.83M	0.48%	60
2023 Q1	$42.8M	Buy	1,025,385 +84,660	+9%	+$3.42M	0.53%	50
2022 Q4	$34M	Buy	+940,725	New	+$36.8M	0.44%	67
2020 Q2	–	Sell	-301,184	Closed	-$8.91M	–	200
2020 Q1	$8.91M	Sell	301,184 -769,590	-72%	-$25.5M	0.15%	150
2019 Q4	$36M	Sell	1,070,774 -32,750	-3%	-$1.1M	0.45%	81
2019 Q3	$36.8M	Sell	1,103,524 -47,825	-4%	-$1.51M	0.49%	78
2019 Q2	$33.3M	Sell	1,151,349 -84,400	-7%	-$2.47M	0.44%	89
2019 Q1	$35.2M	Sell	1,235,749 -25,400	-2%	-$704K	0.47%	87
2018 Q4	$33.4M	Buy	1,261,149 +33,425	+3%	+$895K	0.48%	89
2018 Q3	$31.2M	Sell	1,227,724 -315,425	-20%	-$8.99M	0.36%	124
2018 Q2	$47.6M	Sell	1,543,149 -20,875	-1%	-$572K	0.57%	72
2018 Q1	$39.2M	Sell	1,564,024 -78,626	-5%	-$1.98M	0.48%	101
2017 Q4	$44.8M	Sell	1,642,650 -44,775	-3%	-$1.15M	0.52%	90
2017 Q3	$40.9M	Buy	1,687,425 +182,475	+12%	+$4.14M	0.49%	99
2017 Q2	$34.8M	Buy	1,504,950 +597,325	+66%	+$14.3M	0.42%	116
2017 Q1	$21.7M	Buy	+907,625	New	+$21.1M	0.25%	137