Number of Shares
1.06 Mil
Current Holdings Value*
$41.85 Mil
% of Portfolio
2.88%
Total Estimate Gain
$1.87 Mil
% of Total Estimate Gain
2.82%

Wasatch Small Cap Value Fund's National Storage Affiliates Trust Holding Summary

As of 2025-03-31, WASATCH FUNDS TRUST held 1.06 Mil shares of National Storage Affiliates Trust(NSA), totaling $41.85 Mil. This investment constitutes 2.88% of their stock portfolio, and WASATCH FUNDS TRUST now holds 1.39% of the outstanding National Storage Affiliates Trust(NSA) stock.

The initial trade took place in 2019Q3. And since then Wasatch Small Cap Value Fund has made 12 purchases of NSA, at an average price of $37.75, for a total of 1.76 Mil shares. In addition, there have been 6 sales at an average price of $50.15 for 696,699.00 shares. Based on historical transaction data and NSA's current price of $31.38, Wasatch Small Cap Value Fund's estimated gain on his NSA holdings is $1.87 Mil, reflecting a 2.82% gain to date.

Wasatch Small Cap Value Fund NSA ($31.38) Holding Chart

Wasatch Small Cap Value Fund NSA ($31.38) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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