Orion Portfolio Solutions’s National Storage Affiliates Trust NSA Stock Holding History

Orion Portfolio Solutions’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	$706K	Buy	17,913 +920	+5%	+$34.7K	0.01%	1242
2024 Q4	$644K	Sell	16,993 -890	-5%	-$38.1K	0.01%	1256
2024 Q3	$862K	Sell	17,883 -1,081	-6%	-$48.2K	0.01%	1122
2024 Q2	$782K	Sell	18,964 -1,251	-6%	-$47.2K	0.01%	1087
2024 Q1	$792K	Buy	20,215 +1,734	+9%	+$65.1K	0.01%	1088
2023 Q4	$747K	Sell	18,481 -5,386	-23%	-$181K	0.01%	1062
2023 Q3	$758K	Sell	23,867 -1,773	-7%	-$60K	0.01%	1048
2023 Q2	$893K	Sell	25,640 -1,834	-7%	-$69.2K	0.01%	996
2023 Q1	$1.15M	Buy	+27,474	New	+$1.11M	0.01%	816
2020 Q3	–	Sell	-12	Closed	–	–	1491
2020 Q2	$0	Buy	+12	New	+$344	﹤0.01%	2367
2020 Q1	–	Sell	-138	Closed	-$5K	–	2166
2019 Q4	$5K	Buy	+138	New	+$4.63K	﹤0.01%	1266

Other funds holding NSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Orion Portfolio Solutions's NSA Position: Q1 2025 in Review

Orion Portfolio Solutions increased its National Storage Affiliates Trust (NSA) stake by 5.4% in Q1 2025, buying an estimated $34.7K and bringing the position to 17,913 shares worth $706K. The position accounts for 0.01% of the portfolio, ranked #1242.

Orion Portfolio Solutions first reported a position in NSA in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.15M in Q1 2023. 339 funds tracked by Wall St. Rank hold NSA as of Q1 2025.

Orion Portfolio Solutions held 17,913 shares of National Storage Affiliates Trust worth $706K as of Q1 2025.
Orion Portfolio Solutions bought 920 National Storage Affiliates Trust shares in Q1 2025, an estimated $34.7K.
National Storage Affiliates Trust made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1242 holding.
Orion Portfolio Solutions first reported a position in National Storage Affiliates Trust in Q4 2019 and has held it in 11 quarters since.
Orion Portfolio Solutions's National Storage Affiliates Trust position peaked at $1.15M in Q1 2023.
339 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.