CAPTRUST Financial Advisors
NSA

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

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
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
LPC
Long Pond Capital New York $1.05B 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 $235B AUM 32.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CAPTRUST Financial Advisors's NSA Position: Q4 2025 in Review

CAPTRUST Financial Advisors sold out of National Storage Affiliates Trust (NSA) in Q4 2025, closing a stake of 7,048 shares — an estimated $213K sold.

CAPTRUST Financial Advisors first reported a position in NSA in Q1 2023 and held it in 7 quarters. The position peaked at $891K in Q4 2023. 328 funds tracked by Wall St. Rank hold NSA as of Q4 2025.

  • CAPTRUST Financial Advisors reported no remaining National Storage Affiliates Trust position as of Q4 2025 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 7,048 National Storage Affiliates Trust shares in Q4 2025, an estimated $213K.
  • CAPTRUST Financial Advisors first reported a position in National Storage Affiliates Trust in Q1 2023 and held it in 7 quarters.
  • CAPTRUST Financial Advisors's National Storage Affiliates Trust position peaked at $891K in Q4 2023.
  • 328 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q4 2025.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.