Y-Intercept (HK)’s National Storage Affiliates Trust NSA Stock Holding History

Y-Intercept (HK)’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 Q4	–	Sell	-68,353	Closed	-$2.07M	–	1863
2025 Q3	$2.07M	Sell	68,353 -69,784	-51%	-$2.18M	0.05%	583
2025 Q2	$4.42M	Buy	+138,137	New	+$4.82M	0.11%	266
2024 Q4	–	Sell	-23,743	Closed	-$1.14M	–	1508
2024 Q3	$1.14M	Sell	23,743 -7,082	-23%	-$316K	0.07%	381
2024 Q2	$1.27M	Buy	30,825 +9,039	+41%	+$341K	0.07%	394
2024 Q1	$853K	Buy	+21,786	New	+$818K	0.06%	456
2023 Q3	–	Sell	-28,983	Closed	-$1.01M	–	1420
2023 Q2	$1.01M	Buy	28,983 +13,091	+82%	+$494K	0.11%	295
2023 Q1	$664K	Sell	15,892 -7,629	-32%	-$309K	0.08%	402
2022 Q4	$850K	Buy	23,521 +10,778	+85%	+$422K	0.13%	249
2022 Q3	$530K	Buy	+12,743	New	+$650K	0.05%	512
2021 Q4	–	Sell	-4,503	Closed	-$238K	–	788
2021 Q3	$238K	Buy	+4,503	New	+$248K	0.04%	537

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

LPC

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Y-Intercept (HK)'s NSA Position: Q4 2025 in Review

Y-Intercept (HK) sold out of National Storage Affiliates Trust (NSA) in Q4 2025, closing a stake of 68,353 shares — an estimated $2.07M sold.

Y-Intercept (HK) first reported a position in NSA in Q3 2021 and held it in 10 quarters. The position peaked at $4.42M in Q2 2025. 328 funds tracked by Wall St. Rank hold NSA as of Q4 2025.

Y-Intercept (HK) reported no remaining National Storage Affiliates Trust position as of Q4 2025 after selling out during the quarter.
Y-Intercept (HK) sold 68,353 National Storage Affiliates Trust shares in Q4 2025, an estimated $2.07M.
Y-Intercept (HK) first reported a position in National Storage Affiliates Trust in Q3 2021 and held it in 10 quarters.
Y-Intercept (HK)'s National Storage Affiliates Trust position peaked at $4.42M in Q2 2025.
328 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q4 2025.

Based on Y-Intercept (HK)'s 13F filing for Q4 2025, filed 13 Feb 2026.