1620 INVESTMENT ADVISORS, INC. NSA National Storage Affiliates

Ownership history in 1620 INVESTMENT ADVISORS, INC.  ·  10 quarters on record

AI Ownership Summary

1620 INVESTMENT ADVISORS, INC. reported National Storage Affiliates (NSA) in 10 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.47% in 2024 Q3. The latest visible filing shows NSA at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NSA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 1620 INVESTMENT ADVISORS, INC.'s position in National Storage Affiliates, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

NSA was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.47% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How 1620 INVESTMENT ADVISORS, INC. held NSA — position size vs. price
% of Fund (quarterly)    NSA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 497 -40 -7.4% 0.01% $22K 2026-07-14
2026 Q1 REDUCED 537 -30 -5.3% 0.01% $20K 2026-05-13
2025 Q4 ADDED 567 +112 +24.6% 0.01% $16K 2026-02-05
2025 Q3 REDUCED 455 -1,642 -78.3% 0.01% $14K 2025-10-07
2025 Q2 REDUCED 2,097 -11,879 -85.0% 0.05% $67K 2025-08-07
2025 Q1 ADDED 13,976 +72 +0.5% 0.42% $551K 2025-05-14
2024 Q4 ADDED 13,904 +475 +3.5% 0.40% $527K 2025-02-11
2024 Q3 ADDED 13,429 +92 +0.7% 0.47% $647K 2024-10-25
2024 Q2 ADDED 13,337 +7,188 +116.9% 0.42% $550K 2024-07-23
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About 1620 INVESTMENT ADVISORS, INC. and NSA

These are the practical questions this page is built to answer before you even open the full history table.

How long has 1620 INVESTMENT ADVISORS, INC. reported owning NSA?

1620 INVESTMENT ADVISORS, INC. reported NSA across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported NSA position in 1620 INVESTMENT ADVISORS, INC.'s portfolio?

The largest reported portfolio weight for NSA was 0.47% in 2024 Q3.

What is the latest reported NSA position on this page?

The most recent filing on this page is 2026 Q2, when 1620 INVESTMENT ADVISORS, INC. reported 497 shares, equal to 0.01% of portfolio, with an estimated market value of $22K.

What does the chart on this NSA ownership page compare?

The chart compares 1620 INVESTMENT ADVISORS, INC.'s quarterly NSA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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