LC
NSA

Lindbrook Capital’s National Storage Affiliates Trust NSA Stock Holding History

Lindbrook Capital’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 		$8.43K Buy
214
+29
+16% +$1.09K ﹤0.01% 1726
2024
Q4 		$7.01K Sell
185
-306
-62% -$13.1K ﹤0.01% 1827
2024
Q3 		$23.7K Buy
491
+191
+64% +$8.52K ﹤0.01% 1204
2024
Q2 		$12.4K Buy
300
+9
+3% +$339 ﹤0.01% 1510
2024
Q1 		$11.4K Buy
291
+32
+12% +$1.2K ﹤0.01% 1499
2023
Q4 		$10.7K Sell
259
-501
-66% -$16.8K ﹤0.01% 1515
2023
Q3 		$24.1K Buy
760
+410
+117% +$13.9K ﹤0.01% 981
2023
Q2 		$12.2K Sell
350
-61
-15% -$2.3K ﹤0.01% 1347
2023
Q1 		$17.2K Buy
411
+111
+37% +$4.49K ﹤0.01% 1146
2022
Q4 		$10.8K Buy
300
+23
+8% +$900 ﹤0.01% 1391
2022
Q3 		$12K Buy
277
+144
+108% +$7.35K ﹤0.01% 1246
2022
Q2 		$7K Buy
133
+17
+15% +$926 ﹤0.01% 1420
2022
Q1 		$7K Buy
116
+9
+8% +$554 ﹤0.01% 1461
2021
Q4 		$7K Hold
107
– – ﹤0.01% 1404
2021
Q3 		$6K Hold
107
– – ﹤0.01% 1201
2021
Q2 		$5K Hold
107
– – ﹤0.01% 1298
2021
Q1 		$4K Hold
107
– – ﹤0.01% 1341
2020
Q4 		$4K Hold
107
– – ﹤0.01% 1262
2020
Q3 		$3K Hold
107
– – ﹤0.01% 1287
2020
Q2 		$3K Sell
107
-162
-60% -$4.64K ﹤0.01% 1273
2020
Q1 		$8K Sell
269
-153
-36% -$5.08K ﹤0.01% 831
2019
Q4 		$14K Buy
422
+343
+434% +$11.5K ﹤0.01% 833
2019
Q3 		$3K Hold
79
– – ﹤0.01% 1197
2019
Q2 		$2K Buy
+79
New +$2.31K ﹤0.01% 1251

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

Lindbrook Capital's NSA Position: Q1 2025 in Review

Lindbrook Capital increased its National Storage Affiliates Trust (NSA) stake by 16% in Q1 2025, buying an estimated $1.09K and bringing the position to 214 shares worth $8.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1726.

Lindbrook Capital first reported a position in NSA in Q2 2019 and has held it in 24 quarters since. The position peaked at $24.1K in Q3 2023. 339 funds tracked by Wall St. Rank hold NSA as of Q1 2025.

  • Lindbrook Capital held 214 shares of National Storage Affiliates Trust worth $8.43K as of Q1 2025.
  • Lindbrook Capital bought 29 National Storage Affiliates Trust shares in Q1 2025, an estimated $1.09K.
  • National Storage Affiliates Trust made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1726 holding.
  • Lindbrook Capital first reported a position in National Storage Affiliates Trust in Q2 2019 and has held it in 24 quarters since.
  • Lindbrook Capital's National Storage Affiliates Trust position peaked at $24.1K in Q3 2023.
  • 339 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.