Zimmer Partners’s National Storage Affiliates Trust NSA Stock Holding History

Zimmer Partners’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 Q1	–	Sell	-396,811	Closed	-$14.3M	–	113
2022 Q4	$14.3M	Sell	396,811 -678,189	-63%	-$26.5M	0.29%	57
2022 Q3	$44.7M	Buy	1,075,000 +275,000	+34%	+$14M	0.97%	32
2022 Q2	$40.1M	Buy	+800,000	New	+$43.6M	0.83%	35
2016 Q3	–	Sell	-946,000	Closed	-$19.7M	–	89
2016 Q2	$19.7M	Buy	+946,000	New	+$19.6M	0.59%	55

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

Zimmer Partners's NSA Position: Q1 2023 in Review

Zimmer Partners sold out of National Storage Affiliates Trust (NSA) in Q1 2023, closing a stake of 396,811 shares — an estimated $14.3M sold.

Zimmer Partners first reported a position in NSA in Q2 2016 and held it in 4 quarters. The position peaked at $44.7M in Q3 2022. 304 funds tracked by Wall St. Rank hold NSA as of Q1 2023.

Zimmer Partners reported no remaining National Storage Affiliates Trust position as of Q1 2023 after selling out during the quarter.
Zimmer Partners sold 396,811 National Storage Affiliates Trust shares in Q1 2023, an estimated $14.3M.
Zimmer Partners first reported a position in National Storage Affiliates Trust in Q2 2016 and held it in 4 quarters.
Zimmer Partners's National Storage Affiliates Trust position peaked at $44.7M in Q3 2022.
304 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2023.

Based on Zimmer Partners's 13F filing for Q1 2023, filed 15 May 2023.