Which New Zealand managed funds hold National Storage REIT?

10 New Zealand managed funds hold National Storage REIT as a direct holding, across 5 fund managers. Weights range from 0.000% to 5.44% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding National Storage REIT indirectly through an underlying fund or ETF are not counted, so this is a floor rather than a total.

Which NZ fund has the largest holding in National Storage REIT?

Smart Australian Property ETF has the largest direct holding at 5.44% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold National Storage REIT?

10 funds hold National Storage REIT directly, across 5 managers. Weights are the percentage of each fund's net assets, as filed with the FMA.

FMA Disclose — full portfolio holdings

Direct holdings only. Funds that hold National Storage REIT indirectly — through an underlying fund, trust or ETF — are not listed here. Disclose filings do not distinguish a wrapper from a security, so this page cannot see through one. It is a floor, not a total.

Fund	Manager	% of fund
Smart Australian Property ETF	Smartshares	5.44%
Harbour Australasian Equity Income Fund	Harbour	0.950%
BetaShares Australian Sustainability Leaders Fund	BetaShares	0.780%
Harbour Income Fund	Harbour	0.340%
Resolution Capital Global Property Securities PIE Fund	Resolution Capital	0.160%
BetaShares Australia 200 Fund	BetaShares	0.150%
Smart Australian Top 200 ETF	Smartshares	0.140%
Harbour Balanced Growth Fund	Harbour	0.030%
Kernel Balanced Fund	Kernel	0.000%
Kernel High Growth Fund	Kernel	0.000%

Funds holding National Storage REIT usually also hold

Companies that appear alongside National Storage REIT in the same funds' filings.

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 2 spellings were treated as National Storage REIT — shown so you can check the grouping rather than take it on trust.

NATIONAL STORAGE REIT
National Storage REIT

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