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Edgestream Partners’s National Storage Affiliates Trust NSA Stock Holding History

Edgestream Partners’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
-56,635
Closed -$2.15M – 977
2024
Q4 		$2.15M Sell
56,635
-92,586
-62% -$3.97M 0.09% 386
2024
Q3 		$7.19M Buy
149,221
+56,582
+61% +$2.52M 0.32% 53
2024
Q2 		$3.82M Buy
92,639
+22,639
+32% +$853K 0.18% 178
2024
Q1 		$2.74M Sell
70,000
-37,613
-35% -$1.41M 0.14% 254
2023
Q4 		$4.46M Buy
+107,613
New +$3.61M 0.32% 45
2023
Q3 		– Sell
-59,405
Closed -$2.07M – 920
2023
Q2 		$2.07M Buy
+59,405
New +$2.24M 0.19% 179

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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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Edgestream Partners's NSA Position: Q1 2025 in Review

Edgestream Partners sold out of National Storage Affiliates Trust (NSA) in Q1 2025, closing a stake of 56,635 shares — an estimated $2.15M sold.

Edgestream Partners first reported a position in NSA in Q2 2023 and held it in 6 quarters. The position peaked at $7.19M in Q3 2024. 339 funds tracked by Wall St. Rank hold NSA as of Q1 2025.

  • Edgestream Partners reported no remaining National Storage Affiliates Trust position as of Q1 2025 after selling out during the quarter.
  • Edgestream Partners sold 56,635 National Storage Affiliates Trust shares in Q1 2025, an estimated $2.15M.
  • Edgestream Partners first reported a position in National Storage Affiliates Trust in Q2 2023 and held it in 6 quarters.
  • Edgestream Partners's National Storage Affiliates Trust position peaked at $7.19M in Q3 2024.
  • 339 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2025.

Based on Edgestream Partners's 13F filing for Q1 2025, filed 2 May 2025.