SageView Advisory Group’s National Storage Affiliates Trust NSA Stock Holding History

SageView Advisory 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 Q4	$9.73K	Buy	+345	New	+$10.3K	﹤0.01%	1725

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

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

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

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 New York $57.6B AUM 8.03% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

SageView Advisory Group's NSA Position: Q4 2025 in Review

SageView Advisory Group opened a new position in National Storage Affiliates Trust (NSA) in Q4 2025: 345 shares worth $9.73K. The stake represents ﹤0.01% of the portfolio and ranks #1725 among its holdings.

328 funds tracked by Wall St. Rank hold NSA as of Q4 2025.

SageView Advisory Group held 345 shares of National Storage Affiliates Trust worth $9.73K as of Q4 2025.
National Storage Affiliates Trust was a new SageView Advisory Group position in Q4 2025.
National Storage Affiliates Trust made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1725 holding.
328 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.