Westfield Capital Management’s National Storage Affiliates Trust NSA Stock Holding History

Westfield Capital 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
2025 Q1	–	Sell	-7,860	Closed	-$298K	–	270
2024 Q4	$298K	Hold	7,860	–	–	﹤0.01%	236
2024 Q3	$379K	Hold	7,860	–	–	﹤0.01%	241
2024 Q2	$324K	Hold	7,860	–	–	﹤0.01%	244
2024 Q1	$308K	Hold	7,860	–	–	﹤0.01%	243
2023 Q4	$326K	Hold	7,860	–	–	﹤0.01%	239
2023 Q3	$249K	Hold	7,860	–	–	﹤0.01%	233
2023 Q2	$274K	Hold	7,860	–	–	﹤0.01%	227
2023 Q1	$328K	Hold	7,860	–	–	﹤0.01%	222
2022 Q4	$284K	Hold	7,860	–	–	﹤0.01%	223
2022 Q3	$327K	Hold	7,860	–	–	﹤0.01%	227
2022 Q2	$394K	Hold	7,860	–	–	﹤0.01%	227
2022 Q1	$493K	Hold	7,860	–	–	﹤0.01%	228
2021 Q4	$544K	Hold	7,860	–	–	﹤0.01%	236
2021 Q3	$415K	Hold	7,860	–	–	﹤0.01%	232
2021 Q2	$397K	Sell	7,860 -8,640	-52%	-$395K	﹤0.01%	239
2021 Q1	$659K	Hold	16,500	–	–	﹤0.01%	231
2020 Q4	$594K	Hold	16,500	–	–	﹤0.01%	236
2020 Q3	$540K	Sell	16,500 -306,836	-95%	-$9.85M	﹤0.01%	223
2020 Q2	$9.27M	Buy	+323,336	New	+$9.27M	0.06%	190
2017 Q3	–	Sell	-329,528	Closed	-$7.62M	–	272
2017 Q2	$7.62M	Sell	329,528 -418,049	-56%	-$10M	0.06%	207
2017 Q1	$17.9M	Sell	747,577 -44,020	-6%	-$1.02M	0.15%	182
2016 Q4	$17.5M	Buy	791,597 +177,456	+29%	+$3.6M	0.15%	182
2016 Q3	$12.9M	Buy	+614,141	New	+$12.9M	0.1%	193

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

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

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

Westfield Capital Management's NSA Position: Q1 2025 in Review

Westfield Capital Management sold out of National Storage Affiliates Trust (NSA) in Q1 2025, closing a stake of 7,860 shares — an estimated $298K sold.

Westfield Capital Management first reported a position in NSA in Q3 2016 and held it in 23 quarters. The position peaked at $17.9M in Q1 2017. 339 funds tracked by Wall St. Rank hold NSA as of Q1 2025.

Westfield Capital Management reported no remaining National Storage Affiliates Trust position as of Q1 2025 after selling out during the quarter.
Westfield Capital Management sold 7,860 National Storage Affiliates Trust shares in Q1 2025, an estimated $298K.
Westfield Capital Management first reported a position in National Storage Affiliates Trust in Q3 2016 and held it in 23 quarters.
Westfield Capital Management's National Storage Affiliates Trust position peaked at $17.9M in Q1 2017.
339 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2025.

Based on Westfield Capital Management's 13F filing for Q1 2025, filed 9 May 2025.