NFG
NSA

Norris Financial Group’s National Storage Affiliates Trust NSA Stock Holding History

Norris Financial Group’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
-6,000
Closed -$236K – 91
2025
Q1 		$236K Buy
+6,000
New +$226K 0.11% 78

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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

Norris Financial Group's NSA Position: Q2 2025 in Review

Norris Financial Group sold out of National Storage Affiliates Trust (NSA) in Q2 2025, closing a stake of 6,000 shares — an estimated $236K sold.

Norris Financial Group first reported a position in NSA in Q1 2025 and held it in 1 quarter. The position peaked at $236K in Q1 2025. 341 funds tracked by Wall St. Rank hold NSA as of Q2 2025.

  • Norris Financial Group reported no remaining National Storage Affiliates Trust position as of Q2 2025 after selling out during the quarter.
  • Norris Financial Group sold 6,000 National Storage Affiliates Trust shares in Q2 2025, an estimated $236K.
  • Norris Financial Group first reported a position in National Storage Affiliates Trust in Q1 2025 and held it in 1 quarter.
  • Norris Financial Group's National Storage Affiliates Trust position peaked at $236K in Q1 2025.
  • 341 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2025.

Based on Norris Financial Group's 13F filing for Q2 2025, filed 20 May 2026.