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J.W. Coons Advisors’s National Storage Affiliates Trust NSA Stock Holding History

J.W. Coons Advisors’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 		$216K Sell
6,745
-1,262
-16% -$44K 0.05% 232
2025
Q1 		$315K Sell
8,007
-1,014
-11% -$38.2K 0.08% 186
2024
Q4 		$342K Buy
9,021
+2,021
+29% +$86.6K 0.09% 183
2024
Q3 		$337K Buy
7,000
+1,160
+20% +$51.8K 0.08% 187
2024
Q2 		$241K Buy
5,840
+631
+12% +$23.8K 0.06% 211
2024
Q1 		$204K Buy
+5,209
New +$196K 0.05% 235
2022
Q2 		– Sell
-4,539
Closed -$290K – 259
2022
Q1 		$290K Buy
4,539
+703
+18% +$43.3K 0.09% 203
2021
Q4 		$267K Sell
3,836
-1,338
-26% -$82.6K 0.08% 206
2021
Q3 		$274K Sell
5,174
-3
-0.1% -$165 0.09% 191
2021
Q2 		$260K Buy
5,177
+132
+3% +$6.04K 0.09% 189
2021
Q1 		$202K Buy
+5,045
New +$192K 0.07% 217

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

J.W. Coons Advisors's NSA Position: Q2 2025 in Review

J.W. Coons Advisors reduced its National Storage Affiliates Trust (NSA) stake by 16% in Q2 2025, selling an estimated $44K and leaving 6,745 shares worth $216K. The position accounts for 0.05% of the portfolio, ranked #232.

J.W. Coons Advisors first reported a position in NSA in Q1 2021 and has held it in 11 quarters since. The position peaked at $342K in Q4 2024. 341 funds tracked by Wall St. Rank hold NSA as of Q2 2025.

  • J.W. Coons Advisors held 6,745 shares of National Storage Affiliates Trust worth $216K as of Q2 2025.
  • J.W. Coons Advisors sold 1,262 National Storage Affiliates Trust shares in Q2 2025, an estimated $44K.
  • National Storage Affiliates Trust made up 0.05% of J.W. Coons Advisors's portfolio in Q2 2025, its #232 holding.
  • J.W. Coons Advisors first reported a position in National Storage Affiliates Trust in Q1 2021 and has held it in 11 quarters since.
  • J.W. Coons Advisors's National Storage Affiliates Trust position peaked at $342K in Q4 2024.
  • 341 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.