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Integrated Wealth Concepts’s National Storage Affiliates Trust NSA Stock Holding History

Integrated Wealth Concepts’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
-6,746
Closed -$266K – 1974
2025
Q1 		$266K Buy
6,746
+165
+3% +$6.21K ﹤0.01% 1472
2024
Q4 		$249K Sell
6,581
-2
-0% -$86 ﹤0.01% 1482
2024
Q3 		$317K Buy
6,583
+1,082
+20% +$48.3K ﹤0.01% 1306
2024
Q2 		$227K Sell
5,501
-207
-4% -$7.8K ﹤0.01% 1468
2024
Q1 		$224K Sell
5,708
-196
-3% -$7.36K ﹤0.01% 1470
2023
Q4 		$245K Sell
5,904
-2,189
-27% -$73.4K ﹤0.01% 1363
2023
Q3 		$257K Buy
8,093
+449
+6% +$15.2K ﹤0.01% 1306
2023
Q2 		$266K Buy
7,644
+656
+9% +$24.7K ﹤0.01% 1288
2023
Q1 		$292K Buy
6,988
+29
+0.4% +$1.17K 0.01% 1065
2022
Q4 		$251K Buy
6,959
+36
+0.5% +$1.41K 0.01% 871
2022
Q3 		$288K Buy
6,923
+528
+8% +$26.9K 0.01% 752
2022
Q2 		$320K Buy
+6,395
New +$348K 0.01% 743

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

Integrated Wealth Concepts's NSA Position: Q2 2025 in Review

Integrated Wealth Concepts sold out of National Storage Affiliates Trust (NSA) in Q2 2025, closing a stake of 6,746 shares — an estimated $266K sold.

Integrated Wealth Concepts first reported a position in NSA in Q2 2022 and held it in 12 quarters. The position peaked at $320K in Q2 2022. 341 funds tracked by Wall St. Rank hold NSA as of Q2 2025.

  • Integrated Wealth Concepts reported no remaining National Storage Affiliates Trust position as of Q2 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 6,746 National Storage Affiliates Trust shares in Q2 2025, an estimated $266K.
  • Integrated Wealth Concepts first reported a position in National Storage Affiliates Trust in Q2 2022 and held it in 12 quarters.
  • Integrated Wealth Concepts's National Storage Affiliates Trust position peaked at $320K in Q2 2022.
  • 341 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2025.

Based on Integrated Wealth Concepts's 13F filing for Q2 2025, filed 14 Aug 2025.