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Pacific Capital Wealth Advisors’s National Storage Affiliates Trust NSA Stock Holding History

Pacific Capital Wealth 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
Q1 		– Sell
-650
Closed -$24.6K – 273
2024
Q4 		$24.6K Hold
650
– – ﹤0.01% 202
2024
Q3 		$31.3K Hold
650
– – 0.01% 191
2024
Q2 		$26.8K Buy
+650
New +$24.5K ﹤0.01% 204

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

Pacific Capital Wealth Advisors's NSA Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of National Storage Affiliates Trust (NSA) in Q1 2025, closing a stake of 650 shares — an estimated $24.6K sold.

Pacific Capital Wealth Advisors first reported a position in NSA in Q2 2024 and held it in 3 quarters. The position peaked at $31.3K in Q3 2024. 339 funds tracked by Wall St. Rank hold NSA as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining National Storage Affiliates Trust position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 650 National Storage Affiliates Trust shares in Q1 2025, an estimated $24.6K.
  • Pacific Capital Wealth Advisors first reported a position in National Storage Affiliates Trust in Q2 2024 and held it in 3 quarters.
  • Pacific Capital Wealth Advisors's National Storage Affiliates Trust position peaked at $31.3K in Q3 2024.
  • 339 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.