V
NSA

Veritable’s National Storage Affiliates Trust NSA Stock Holding History

Veritable’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
-9,491
Closed -$331K – 544
2023
Q2 		$331K Sell
9,491
-377
-4% -$14.2K 0.01% 667
2023
Q1 		$412K Buy
9,868
+3,650
+59% +$148K 0.01% 595
2022
Q4 		$225K Sell
6,218
-100
-2% -$3.91K ﹤0.01% 767
2022
Q3 		$263K Buy
6,318
+398
+7% +$20.3K 0.01% 666
2022
Q2 		$296K Buy
5,920
+1,376
+30% +$74.9K 0.01% 686
2022
Q1 		$285K Buy
4,544
+393
+9% +$24.2K ﹤0.01% 737
2021
Q4 		$287K Buy
4,151
+161
+4% +$9.94K ﹤0.01% 731
2021
Q3 		$211K Hold
3,990
– – ﹤0.01% 825
2021
Q2 		$202K Buy
+3,990
New +$183K ﹤0.01% 840

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

Veritable's NSA Position: Q3 2023 in Review

Veritable sold out of National Storage Affiliates Trust (NSA) in Q3 2023, closing a stake of 9,491 shares — an estimated $331K sold.

Veritable first reported a position in NSA in Q2 2021 and held it in 9 quarters. The position peaked at $412K in Q1 2023. 299 funds tracked by Wall St. Rank hold NSA as of Q3 2023.

  • Veritable reported no remaining National Storage Affiliates Trust position as of Q3 2023 after selling out during the quarter.
  • Veritable sold 9,491 National Storage Affiliates Trust shares in Q3 2023, an estimated $331K.
  • Veritable first reported a position in National Storage Affiliates Trust in Q2 2021 and held it in 9 quarters.
  • Veritable's National Storage Affiliates Trust position peaked at $412K in Q1 2023.
  • 299 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.