Creative Planning National Storage Affiliates Trust Transaction History

Creative Planning

$101 Billion
Q3 2024

A detailed history of Creative Planning transactions in National Storage Affiliates Trust stock. As of the latest transaction made, Creative Planning holds 10,501 shares of NSA stock, worth $463,724. This represents 0.0% of its overall portfolio holdings.

Number of Shares

10,501

Previous 8,251 27.27%

Holding current value

$463,724

Previous $340,000 48.82%

% of portfolio

0.0%

Previous 0.0%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$39.73 - $49.13 $89,392 - $110,542	2,250 Added 27.27%	10,501 $506,000
Q2 2024 Aug 15, 2024	BUY	$34.92 - $42.32 $85,973 - $104,191	2,462 Added 42.53%	8,251 $340,000
Q1 2024 May 10, 2024	BUY	$35.52 - $42.49 $205,625 - $245,974	5,789 New	5,789 $226,000
Q3 2023 Nov 16, 2023	SELL	$31.74 - $36.73 $188,218 - $217,808	-5,930 Reduced 30.81%	13,314 $422,000
Q2 2023 Jul 21, 2023	SELL	$33.82 - $42.96 $40,042 - $50,864	-1,184 Reduced 5.8%	19,244 $670,000
Q1 2023 May 15, 2023	SELL	$35.2 - $44.58 $11,897 - $15,068	-338 Reduced 1.63%	20,428 $853,000
Q4 2022 Feb 10, 2023	BUY	$35.71 - $42.98 $110,308 - $132,765	3,089 Added 17.47%	20,766 $749,000
Q3 2022 Nov 03, 2022	BUY	$25.24 - $55.52 $33,569 - $73,841	1,330 Added 8.14%	17,677 $735,000
Q2 2022 Aug 15, 2022	BUY	$45.6 - $66.75 $28,180 - $41,251	618 Added 3.93%	16,347 $818,000
Q1 2022 May 16, 2022	BUY	$56.85 - $67.61 $89,766 - $106,756	1,579 Added 11.16%	15,729 $987,000
Q3 2021 Nov 10, 2021	SELL	$50.32 - $59.31 $50 - $59	-1 Reduced 0.01%	14,150 $747,000
Q2 2021 Aug 04, 2021	SELL	$40.37 - $51.35 $72,625 - $92,378	-1,799 Reduced 11.28%	14,151 $715,000
Q1 2021 Apr 30, 2021	BUY	$34.14 - $41.31 $10,242 - $12,393	300 Added 1.92%	15,950 $637,000
Q4 2020 Jan 29, 2021	BUY	$32.59 - $36.88 $13,036 - $14,752	400 Added 2.62%	15,650 $564,000
Q1 2020 May 05, 2020	BUY	$22.82 - $38.11 $27,384 - $45,732	1,200 Added 8.54%	15,250 $451,000
Q2 2019 Jul 26, 2019	SELL	$27.51 - $30.29 $15,295 - $16,841	-556 Reduced 3.81%	14,050 $407,000
Q1 2019 Apr 24, 2019	BUY	$25.28 - $29.22 $14,055 - $16,246	556 Added 3.96%	14,606 $416,000
Q3 2018 Oct 25, 2018	SELL	$25.4 - $31.99 $5,080 - $6,398	-200 Reduced 1.4%	14,050 $357,000
Q2 2018 Jul 20, 2018	BUY	$24.86 - $30.82 $4,524 - $5,609	182 Added 1.29%	14,250 $439,000
Q1 2018 Apr 18, 2018	BUY	$23.17 - $27.07 $7,368 - $8,608	318 Added 2.31%	14,068 $353,000
Q3 2017 Oct 17, 2017	BUY	$21.24 - $24.24 $292,050 - $333,300	13,750	13,750 $333,000

Others Institutions Holding NSA

# of Institutions

364

Shares Held

65.4M

Call Options Held

29K

Put Options Held

16.9K

View Full List

About National Storage Affiliates Trust

Ticker NSA
Exchange NYSE
Sector Real Estate
Industry REIT—Industrial
Shares Outstandng 91,761,600
Market Cap $4.05B
Description
National Storage Affiliates Trust is a Maryland real estate investment trust focused on the ownership, operation and acquisition of self storage properties located within the top 100 metropolitan statistical areas throughout the United States. As of September 30, 2020, the Company held ownership interests in and operated 788 self storage propert...

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Creative Planning National Storage Affiliates Trust Transaction History