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Aptus Capital Advisors’s National Storage Affiliates Trust NSA Stock Holding History

Aptus Capital Advisors’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
Q3 		– Sell
-108,552
Closed -$3.47M – 1643
2025
Q2 		$3.47M Buy
108,552
+9,623
+10% +$336K 0.03% 346
2025
Q1 		$3.9M Buy
98,929
+11,164
+13% +$421K 0.04% 314
2024
Q4 		$3.33M Buy
87,765
+15,995
+22% +$685K 0.03% 327
2024
Q3 		$3.46M Buy
71,770
+9,813
+16% +$438K 0.05% 255
2024
Q2 		$2.55M Buy
61,957
+12,300
+25% +$464K 0.05% 264
2024
Q1 		$1.94M Buy
49,657
+5,248
+12% +$197K 0.04% 301
2023
Q4 		$1.84M Sell
44,409
-477
-1% -$16K 0.05% 230
2023
Q3 		$1.42M Sell
44,886
-9,184
-17% -$311K 0.04% 262
2023
Q2 		$1.88M Buy
54,070
+5,111
+10% +$193K 0.05% 233
2023
Q1 		$2.05M Buy
48,959
+14,726
+43% +$596K 0.06% 215
2022
Q4 		$1.24M Buy
34,233
+3,658
+12% +$143K 0.04% 261
2022
Q3 		$1.27M Buy
30,575
+1,770
+6% +$90.3K 0.03% 243
2022
Q2 		$1.44M Buy
28,805
+1,062
+4% +$57.8K 0.04% 215
2022
Q1 		$1.74M Buy
27,743
+1,770
+7% +$109K 0.04% 217
2021
Q4 		$1.8M Buy
25,973
+4,956
+24% +$306K 0.05% 216
2021
Q3 		$1.11M Sell
21,017
-7,750
-27% -$427K 0.03% 238
2021
Q2 		$1.45M Buy
28,767
+4,334
+18% +$198K 0.04% 190
2021
Q1 		$976K Buy
24,433
+4,728
+24% +$180K 0.04% 216
2020
Q4 		$710K Buy
19,705
+3,152
+19% +$109K 0.03% 215
2020
Q3 		$541K Sell
16,553
-394
-2% -$12.7K 0.03% 216
2020
Q2 		$486K Buy
16,947
+197
+1% +$5.65K 0.03% 197
2020
Q1 		$496K Buy
16,750
+1,182
+8% +$39.2K 0.04% 171
2019
Q4 		$523K Buy
15,568
+2,561
+20% +$85.9K 0.04% 258
2019
Q3 		$434K Sell
13,007
-3,349
-20% -$106K 0.02% 279
2019
Q2 		$473K Buy
16,356
+2,561
+19% +$75K 0.07% 249
2019
Q1 		$393K Buy
13,795
+5,910
+75% +$164K 0.07% 233
2018
Q4 		$208K Buy
+7,885
New +$211K 0.05% 158

Other funds holding NSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Aptus Capital Advisors's NSA Position: Q3 2025 in Review

Aptus Capital Advisors sold out of National Storage Affiliates Trust (NSA) in Q3 2025, closing a stake of 108,552 shares — an estimated $3.47M sold.

Aptus Capital Advisors first reported a position in NSA in Q4 2018 and held it in 27 quarters. The position peaked at $3.9M in Q1 2025. 330 funds tracked by Wall St. Rank hold NSA as of Q3 2025.

  • Aptus Capital Advisors reported no remaining National Storage Affiliates Trust position as of Q3 2025 after selling out during the quarter.
  • Aptus Capital Advisors sold 108,552 National Storage Affiliates Trust shares in Q3 2025, an estimated $3.47M.
  • Aptus Capital Advisors first reported a position in National Storage Affiliates Trust in Q4 2018 and held it in 27 quarters.
  • Aptus Capital Advisors's National Storage Affiliates Trust position peaked at $3.9M in Q1 2025.
  • 330 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q3 2025.

Based on Aptus Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.