CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s National Storage Affiliates Trust NSA Stock Holding History

CAPTRUST Financial 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
Q4 		– Sell
-7,048
Closed -$213K – 2797
2025
Q3 		$213K Buy
+7,048
New +$220K ﹤0.01% 2387
2024
Q4 		– Sell
-8,219
Closed -$396K – 2367
2024
Q3 		$396K Sell
8,219
-242
-3% -$10.8K ﹤0.01% 1720
2024
Q2 		$349K Sell
8,461
-183
-2% -$6.9K ﹤0.01% 1717
2024
Q1 		$338K Sell
8,644
-12,839
-60% -$482K ﹤0.01% 1708
2023
Q4 		$891K Sell
21,483
-4,465
-17% -$150K ﹤0.01% 1341
2023
Q3 		$824K Buy
+25,948
New +$879K ﹤0.01% 1315
2023
Q2 		– Sell
-5,363
Closed -$224K – 2571
2023
Q1 		$224K Buy
+5,363
New +$217K ﹤0.01% 1975

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State Street
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Prudential Financial
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Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
LPC
Long Pond Capital New York $978M AUM 16.49% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return