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Brinker Capital Investments’s National Storage Affiliates Trust NSA Stock Holding History

Brinker Capital Investments’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
-18,090
Closed -$579K – 2104
2025
Q2 		$579K Buy
18,090
+177
+1% +$6.18K ﹤0.01% 1444
2025
Q1 		$706K Buy
17,913
+920
+5% +$34.7K 0.01% 1242
2024
Q4 		$644K Sell
16,993
-890
-5% -$38.1K 0.01% 1256
2024
Q3 		$862K Sell
17,883
-1,081
-6% -$48.2K 0.01% 1122
2024
Q2 		$782K Sell
18,964
-1,251
-6% -$47.2K 0.01% 1087
2024
Q1 		$792K Buy
20,215
+1,734
+9% +$65.1K 0.01% 1088
2023
Q4 		$747K Sell
18,481
-5,386
-23% -$181K 0.01% 1062
2023
Q3 		$758K Sell
23,867
-1,773
-7% -$60K 0.01% 1048
2023
Q2 		$893K Sell
25,640
-1,834
-7% -$69.2K 0.01% 996
2023
Q1 		$1.15M Buy
27,474
+16,246
+145% +$657K 0.01% 816
2022
Q4 		$406K Buy
+11,228
New +$439K 0.01% 1050
2020
Q1 		– Sell
-114
Closed -$4K – 594
2019
Q4 		$4K Buy
+114
New +$3.82K ﹤0.01% 710

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

Brinker Capital Investments's NSA Position: Q3 2025 in Review

Brinker Capital Investments sold out of National Storage Affiliates Trust (NSA) in Q3 2025, closing a stake of 18,090 shares — an estimated $579K sold.

Brinker Capital Investments first reported a position in NSA in Q4 2019 and held it in 12 quarters. The position peaked at $1.15M in Q1 2023. 330 funds tracked by Wall St. Rank hold NSA as of Q3 2025.

  • Brinker Capital Investments reported no remaining National Storage Affiliates Trust position as of Q3 2025 after selling out during the quarter.
  • Brinker Capital Investments sold 18,090 National Storage Affiliates Trust shares in Q3 2025, an estimated $579K.
  • Brinker Capital Investments first reported a position in National Storage Affiliates Trust in Q4 2019 and held it in 12 quarters.
  • Brinker Capital Investments's National Storage Affiliates Trust position peaked at $1.15M in Q1 2023.
  • 330 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q3 2025.

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