MTC
NSA

Matrix Trust Company’s National Storage Affiliates Trust NSA Stock Holding History

Matrix Trust Company’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
Q4 		– Sell
-410
Closed -$12K – 262
2025
Q3 		$12K Sell
410
-87
-18% -$2.72K ﹤0.01% 230
2025
Q2 		$16K Buy
497
+3
+0.6% +$105 ﹤0.01% 220
2025
Q1 		$19K Buy
+494
New +$18.6K ﹤0.01% 190
2024
Q3 		– Sell
-455
Closed -$19K – 260
2024
Q2 		$19K Buy
+455
New +$17.1K ﹤0.01% 79

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Matrix Trust Company's NSA Position: Q4 2025 in Review

Matrix Trust Company sold out of National Storage Affiliates Trust (NSA) in Q4 2025, closing a stake of 410 shares — an estimated $12K sold.

Matrix Trust Company first reported a position in NSA in Q2 2024 and held it in 4 quarters. The position peaked at $19K in Q1 2025. 328 funds tracked by Wall St. Rank hold NSA as of Q4 2025.

  • Matrix Trust Company reported no remaining National Storage Affiliates Trust position as of Q4 2025 after selling out during the quarter.
  • Matrix Trust Company sold 410 National Storage Affiliates Trust shares in Q4 2025, an estimated $12K.
  • Matrix Trust Company first reported a position in National Storage Affiliates Trust in Q2 2024 and held it in 4 quarters.
  • Matrix Trust Company's National Storage Affiliates Trust position peaked at $19K in Q1 2025.
  • 328 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q4 2025.

Based on Matrix Trust Company's 13F filing for Q4 2025, filed 13 Jan 2026.