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Activest Wealth Management’s National Storage Affiliates Trust NSA Stock Holding History

Activest Wealth Management’s Portfolio NSA Stock Details NSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1
Closed -$38 – 1138
2024
Q4 		$38 Buy
+1
New +$43 ﹤0.01% 784

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Thrivent Financial for Lutherans
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Activest Wealth Management's NSA Position: Q1 2025 in Review

Activest Wealth Management sold out of National Storage Affiliates Trust (NSA) in Q1 2025, closing a stake of 1 share — an estimated $38 sold.

Activest Wealth Management first reported a position in NSA in Q4 2024 and held it in 1 quarter. The position peaked at $38 in Q4 2024. 339 funds tracked by Wall St. Rank hold NSA as of Q1 2025.

  • Activest Wealth Management reported no remaining National Storage Affiliates Trust position as of Q1 2025 after selling out during the quarter.
  • Activest Wealth Management sold 1 National Storage Affiliates Trust share in Q1 2025, an estimated $38.
  • Activest Wealth Management first reported a position in National Storage Affiliates Trust in Q4 2024 and held it in 1 quarter.
  • Activest Wealth Management's National Storage Affiliates Trust position peaked at $38 in Q4 2024.
  • 339 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2025.

Based on Activest Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.