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LGT Financial Advisors’s National Storage Affiliates Trust NSA Stock Holding History

LGT Financial 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 		– Sell
-126
Closed -$4.97K – 623
2025
Q1 		$4.97K Sell
126
-795
-86% -$29.9K 0.02% 224
2024
Q4 		$34.9K Buy
921
+2
+0.2% +$86 0.08% 202
2024
Q3 		$44.3K Sell
919
-542
-37% -$24.2K 0.11% 140
2024
Q2 		$60.2K Sell
1,461
-2,072
-59% -$78.1K 0.13% 143
2024
Q1 		$138K Sell
3,533
-165
-4% -$6.2K 0.16% 150
2023
Q4 		$153K Sell
3,698
-17
-0.5% -$570 0.19% 123
2023
Q3 		$118K Buy
+3,715
New +$126K 0.15% 143

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

LGT Financial Advisors's NSA Position: Q2 2025 in Review

LGT Financial Advisors sold out of National Storage Affiliates Trust (NSA) in Q2 2025, closing a stake of 126 shares — an estimated $4.97K sold.

LGT Financial Advisors first reported a position in NSA in Q3 2023 and held it in 7 quarters. The position peaked at $153K in Q4 2023. 341 funds tracked by Wall St. Rank hold NSA as of Q2 2025.

  • LGT Financial Advisors reported no remaining National Storage Affiliates Trust position as of Q2 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 126 National Storage Affiliates Trust shares in Q2 2025, an estimated $4.97K.
  • LGT Financial Advisors first reported a position in National Storage Affiliates Trust in Q3 2023 and held it in 7 quarters.
  • LGT Financial Advisors's National Storage Affiliates Trust position peaked at $153K in Q4 2023.
  • 341 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2025.

Based on LGT Financial Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.