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

Voloridge Investment Management’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	-8,770	Closed	-$305K	–	1538
2023 Q2	$305K	Buy	+8,770	New	+$331K	﹤0.01%	1286
2023 Q1	–	Sell	-33,431	Closed	-$1.21M	–	1537
2022 Q4	$1.21M	Sell	33,431 -88,944	-73%	-$3.48M	0.01%	1089
2022 Q3	$5.09M	Sell	122,375 -85,375	-41%	-$4.36M	0.03%	650
2022 Q2	$10.4M	Buy	207,750 +67,171	+48%	+$3.66M	0.05%	426
2022 Q1	$8.82M	Buy	140,579 +51,673	+58%	+$3.18M	0.05%	446
2021 Q4	$6.15M	Buy	88,906 +31,457	+55%	+$1.94M	0.03%	638
2021 Q3	$3.03M	Buy	+57,449	New	+$3.16M	0.02%	888
2020 Q3	–	Sell	-12,994	Closed	-$372K	–	1422
2020 Q2	$372K	Buy	+12,994	New	+$373K	﹤0.01%	1089
2019 Q4	–	Sell	-12,402	Closed	-$414K	–	1272
2019 Q3	$414K	Buy	+12,402	New	+$392K	0.01%	854
2019 Q2	–	Sell	-16,530	Closed	-$471K	–	977
2019 Q1	$471K	Buy	+16,530	New	+$458K	0.01%	683

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

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

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

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

Voloridge Investment Management's NSA Position: Q3 2023 in Review

Voloridge Investment Management sold out of National Storage Affiliates Trust (NSA) in Q3 2023, closing a stake of 8,770 shares — an estimated $305K sold.

Voloridge Investment Management first reported a position in NSA in Q1 2019 and held it in 10 quarters. The position peaked at $10.4M in Q2 2022. 299 funds tracked by Wall St. Rank hold NSA as of Q3 2023.

Voloridge Investment Management reported no remaining National Storage Affiliates Trust position as of Q3 2023 after selling out during the quarter.
Voloridge Investment Management sold 8,770 National Storage Affiliates Trust shares in Q3 2023, an estimated $305K.
Voloridge Investment Management first reported a position in National Storage Affiliates Trust in Q1 2019 and held it in 10 quarters.
Voloridge Investment Management's National Storage Affiliates Trust position peaked at $10.4M in Q2 2022.
299 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q3 2023.

Based on Voloridge Investment Management's 13F filing for Q3 2023, filed 14 Nov 2023.