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Kestra Advisory Services’s National Storage Affiliates Trust NSA Stock Holding History

Kestra Advisory Services’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
-9,779
Closed -$371K – 2854
2024
Q4 		$371K Buy
+9,779
New +$419K ﹤0.01% 2082
2024
Q3 		– Sell
-10,533
Closed -$434K – 2681
2024
Q2 		$434K Sell
10,533
-8,710
-45% -$328K ﹤0.01% 1868
2024
Q1 		$754K Buy
+19,243
New +$723K 0.01% 1415

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

Kestra Advisory Services's NSA Position: Q1 2025 in Review

Kestra Advisory Services sold out of National Storage Affiliates Trust (NSA) in Q1 2025, closing a stake of 9,779 shares — an estimated $371K sold.

Kestra Advisory Services first reported a position in NSA in Q1 2024 and held it in 3 quarters. The position peaked at $754K in Q1 2024. 339 funds tracked by Wall St. Rank hold NSA as of Q1 2025.

  • Kestra Advisory Services reported no remaining National Storage Affiliates Trust position as of Q1 2025 after selling out during the quarter.
  • Kestra Advisory Services sold 9,779 National Storage Affiliates Trust shares in Q1 2025, an estimated $371K.
  • Kestra Advisory Services first reported a position in National Storage Affiliates Trust in Q1 2024 and held it in 3 quarters.
  • Kestra Advisory Services's National Storage Affiliates Trust position peaked at $754K in Q1 2024.
  • 339 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2025.

Based on Kestra Advisory Services's 13F filing for Q1 2025, filed 14 May 2025.