Concourse Financial Group Securities’s National Storage Affiliates Trust NSA Stock Holding History

Concourse Financial Group Securities’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 Q1	–	Sell	-12	Closed	-$433	–	1376
2024 Q4	$433	Hold	12	–	–	﹤0.01%	2158
2024 Q3	$578	Hold	12	–	–	﹤0.01%	2127
2024 Q2	$494	Hold	12	–	–	﹤0.01%	2201
2024 Q1	$476	Hold	12	–	–	﹤0.01%	2217
2023 Q4	$497	Hold	12	–	–	﹤0.01%	2182
2023 Q3	$380	Buy	12 +11	+1,100%	+$373	﹤0.01%	2209
2023 Q2	$34	Sell	1 -84	-99%	-$3.17K	﹤0.01%	2320
2023 Q1	$3.55K	Buy	+85	New	+$3.44K	﹤0.01%	1949

Other funds holding NSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Concourse Financial Group Securities's NSA Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of National Storage Affiliates Trust (NSA) in Q1 2025, closing a stake of 12 shares — an estimated $433 sold.

Concourse Financial Group Securities first reported a position in NSA in Q1 2023 and held it in 8 quarters. The position peaked at $3.55K in Q1 2023. 339 funds tracked by Wall St. Rank hold NSA as of Q1 2025.

Concourse Financial Group Securities reported no remaining National Storage Affiliates Trust position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 12 National Storage Affiliates Trust shares in Q1 2025, an estimated $433.
Concourse Financial Group Securities first reported a position in National Storage Affiliates Trust in Q1 2023 and held it in 8 quarters.
Concourse Financial Group Securities's National Storage Affiliates Trust position peaked at $3.55K in Q1 2023.
339 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.