CCM
NSA

Coldstream Capital Management’s National Storage Affiliates Trust NSA Stock Holding History

Coldstream Capital Management’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
-2,714
Closed -$107K – 2562
2025
Q1 		$107K Buy
+2,714
New +$102K ﹤0.01% 1315

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

Coldstream Capital Management's NSA Position: Q2 2025 in Review

Coldstream Capital Management sold out of National Storage Affiliates Trust (NSA) in Q2 2025, closing a stake of 2,714 shares — an estimated $107K sold.

Coldstream Capital Management first reported a position in NSA in Q1 2025 and held it in 1 quarter. The position peaked at $107K in Q1 2025. 341 funds tracked by Wall St. Rank hold NSA as of Q2 2025.

  • Coldstream Capital Management reported no remaining National Storage Affiliates Trust position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 2,714 National Storage Affiliates Trust shares in Q2 2025, an estimated $107K.
  • Coldstream Capital Management first reported a position in National Storage Affiliates Trust in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's National Storage Affiliates Trust position peaked at $107K in Q1 2025.
  • 341 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.