Cresset Asset Management’s National Storage Affiliates Trust NSA Stock Holding History

Cresset Asset 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 Q1	–	Sell	-6,324	Closed	-$240K	–	1816
2024 Q4	$240K	Sell	6,324 -25,507	-80%	-$1.09M	﹤0.01%	1477
2024 Q3	$1.53M	Buy	31,831 +6,266	+25%	+$280K	0.01%	948
2024 Q2	$1.05M	Buy	25,565 +3,679	+17%	+$139K	﹤0.01%	1036
2024 Q1	$857K	Buy	21,886 +6,740	+45%	+$253K	﹤0.01%	1055
2023 Q4	$628K	Buy	15,146 +4,865	+47%	+$163K	﹤0.01%	1105
2023 Q3	$326K	Buy	10,281 +3,595	+54%	+$122K	﹤0.01%	1401
2023 Q2	$233K	Buy	+6,686	New	+$252K	﹤0.01%	1659
2019 Q2	–	Sell	-131	Closed	-$4K	–	1268
2019 Q1	$4K	Hold	131	–	–	﹤0.01%	1433
2018 Q4	$3K	Buy	+131	New	+$3.51K	﹤0.01%	1201

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

Cresset Asset Management's NSA Position: Q1 2025 in Review

Cresset Asset Management sold out of National Storage Affiliates Trust (NSA) in Q1 2025, closing a stake of 6,324 shares — an estimated $240K sold.

Cresset Asset Management first reported a position in NSA in Q4 2018 and held it in 9 quarters. The position peaked at $1.53M in Q3 2024. 339 funds tracked by Wall St. Rank hold NSA as of Q1 2025.

Cresset Asset Management reported no remaining National Storage Affiliates Trust position as of Q1 2025 after selling out during the quarter.
Cresset Asset Management sold 6,324 National Storage Affiliates Trust shares in Q1 2025, an estimated $240K.
Cresset Asset Management first reported a position in National Storage Affiliates Trust in Q4 2018 and held it in 9 quarters.
Cresset Asset Management's National Storage Affiliates Trust position peaked at $1.53M in Q3 2024.
339 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2025.

Based on Cresset Asset Management's 13F filing for Q1 2025, filed 13 May 2025.