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Arete Wealth Advisors’s National Storage Affiliates Trust NSA Stock Holding History

Arete Wealth 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
Q2 		– Sell
-7,240
Closed -$247K – 789
2025
Q1 		$247K Buy
+7,240
New +$273K 0.02% 606
2024
Q4 		– Sell
-4,392
Closed -$212K – 776
2024
Q3 		$212K Sell
4,392
-833
-16% -$37.2K 0.02% 636
2024
Q2 		$215K Buy
+5,225
New +$197K 0.02% 636
2024
Q1 		– Sell
-9,166
Closed -$317K – 615
2023
Q4 		$317K Buy
9,166
+55
+0.6% +$1.84K 0.02% 539
2023
Q3 		$256K Buy
+9,111
New +$309K 0.04% 383

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Arete Wealth Advisors's NSA Position: Q2 2025 in Review

Arete Wealth Advisors sold out of National Storage Affiliates Trust (NSA) in Q2 2025, closing a stake of 7,240 shares — an estimated $247K sold.

Arete Wealth Advisors first reported a position in NSA in Q3 2023 and held it in 5 quarters. The position peaked at $317K in Q4 2023. 341 funds tracked by Wall St. Rank hold NSA as of Q2 2025.

  • Arete Wealth Advisors reported no remaining National Storage Affiliates Trust position as of Q2 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 7,240 National Storage Affiliates Trust shares in Q2 2025, an estimated $247K.
  • Arete Wealth Advisors first reported a position in National Storage Affiliates Trust in Q3 2023 and held it in 5 quarters.
  • Arete Wealth Advisors's National Storage Affiliates Trust position peaked at $317K in Q4 2023.
  • 341 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2025.

Based on Arete Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.