INTECH INVESTMENT MANAGEMENT LLC NSA — NATIONAL STORAGE AFFILIATES

Ownership history in INTECH INVESTMENT MANAGEMENT LLC  ·  6 quarters on record

AI Ownership Summary

INTECH INVESTMENT MANAGEMENT LLC reported NATIONAL STORAGE AFFILIATES (NSA) in 6 quarterly 13F filings from 2024 Q2 through 2025 Q3. Peak portfolio weight reached 0.02% in 2024 Q4. 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.

What this NSA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was INTECH INVESTMENT MANAGEMENT LLC'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
2025 Q3

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

High-water mark
Peak Conviction
0.02% in 2024 Q4

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 2025 Q3

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.

NSA stock page INTECH INVESTMENT MANAGEMENT LLC fund profile INTECH INVESTMENT MANAGEMENT LLC full holdings
How INTECH INVESTMENT MANAGEMENT LLC 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED — — — 26,759 +588 +2.2% 0.01% $809K 2025-11-12 $28.27
2025 Q2 REDUCED 39.6% -3.6% ✅ 26,171 -17,163 -39.6% 0.01% $837K 2025-08-08 $28.14
2025 Q1 REDUCED 25.1% -17.4% ✅ 43,334 -14,544 -25.1% 0.02% $1.7M 2025-05-20 $34.03
2024 Q4 ADDED — — — 57,878 +34,508 +147.7% 0.02% $2.2M 2025-02-11 $34.69
2024 Q3 REDUCED 19.5% -21.4% ✅ 23,370 -5,669 -19.5% 0.01% $1.1M 2024-11-08 $39.44
2024 Q2 INITIATED — — — 29,039 — — 0.01% $1.2M 2024-08-12 $37.98

🏢 Other funds also holding NSA

As of 2026 Q1 — sorted by position size

ALPINE ASSOCIATES MANAGEMENT INC. 3Y 7Y 1.06% Leeward Investments, LLC - MA 3Y 0.73% PEAK FINANCIAL ADVISORS LLC 3Y 0.24% MOSELEY INVESTMENT MANAGEMENT INC 3Y 0.17% Pensionfund Sabic 3Y 7Y 0.12% Pensionfund PDN 3Y 7Y 0.12% XML Financial, LLC 3Y 0.07% JAMES INVESTMENT RESEARCH, INC. 3Y 7Y 0.06% Clear Creek Financial Management, LLC 3Y 0.05% WESBANCO BANK INC 3Y 7Y 0.04%

FAQ About INTECH INVESTMENT MANAGEMENT LLC and NSA

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

How long has INTECH INVESTMENT MANAGEMENT LLC reported owning NSA?

INTECH INVESTMENT MANAGEMENT LLC reported NSA across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported NSA position in INTECH INVESTMENT MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for NSA was 0.02% in 2024 Q4.

What is the latest reported NSA position on this page?

The most recent filing on this page is 2025 Q3, when INTECH INVESTMENT MANAGEMENT LLC reported 26,759 shares, equal to 0.01% of portfolio, with an estimated market value of $809K.

What does the chart on this NSA ownership page compare?

The chart compares INTECH INVESTMENT MANAGEMENT LLC'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.

How well did INTECH INVESTMENT MANAGEMENT LLC time their NSA position?

Based on 13F filing dates vs. subsequent NSA price moves, INTECH INVESTMENT MANAGEMENT LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on NSA relative to SPY over the holding period was -43.7%.

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