CAI
NSA

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

Capital Advisors Inc’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
-24,104
Closed -$950K – 336
2025
Q1 		$950K Buy
+24,104
New +$908K 0.02% 146

Other funds holding NSA

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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

Capital Advisors Inc's NSA Position: Q2 2025 in Review

Capital Advisors Inc sold out of National Storage Affiliates Trust (NSA) in Q2 2025, closing a stake of 24,104 shares — an estimated $950K sold.

Capital Advisors Inc first reported a position in NSA in Q1 2025 and held it in 1 quarter. The position peaked at $950K in Q1 2025. 341 funds tracked by Wall St. Rank hold NSA as of Q2 2025.

  • Capital Advisors Inc reported no remaining National Storage Affiliates Trust position as of Q2 2025 after selling out during the quarter.
  • Capital Advisors Inc sold 24,104 National Storage Affiliates Trust shares in Q2 2025, an estimated $950K.
  • Capital Advisors Inc first reported a position in National Storage Affiliates Trust in Q1 2025 and held it in 1 quarter.
  • Capital Advisors Inc's National Storage Affiliates Trust position peaked at $950K in Q1 2025.
  • 341 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2025.

Based on Capital Advisors Inc's 13F filing for Q2 2025, filed 22 Jul 2025.