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GeoWealth Management’s National Storage Affiliates Trust NSA Stock Holding History

GeoWealth 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
-2,402
Closed -$91.1K – 1551
2024
Q4 		$91.1K Sell
2,402
-6
-0.2% -$257 ﹤0.01% 1001
2024
Q3 		$116K Buy
+2,408
New +$107K ﹤0.01% 864

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
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

GeoWealth Management's NSA Position: Q1 2025 in Review

GeoWealth Management sold out of National Storage Affiliates Trust (NSA) in Q1 2025, closing a stake of 2,402 shares — an estimated $91.1K sold.

GeoWealth Management first reported a position in NSA in Q3 2024 and held it in 2 quarters. The position peaked at $116K in Q3 2024. 339 funds tracked by Wall St. Rank hold NSA as of Q1 2025.

  • GeoWealth Management reported no remaining National Storage Affiliates Trust position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 2,402 National Storage Affiliates Trust shares in Q1 2025, an estimated $91.1K.
  • GeoWealth Management first reported a position in National Storage Affiliates Trust in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's National Storage Affiliates Trust position peaked at $116K in Q3 2024.
  • 339 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.