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Spire Wealth Management’s National Storage Affiliates Trust NSA Stock Holding History

Spire Wealth Management’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
-13
Closed -$512 – 2502
2025
Q1 		$512 Buy
+13
New +$490 ﹤0.01% 2462
2024
Q4 		– Sell
-13
Closed -$627 – 2503
2024
Q3 		$627 Hold
13
– – ﹤0.01% 2133
2024
Q2 		$536 Hold
13
– – ﹤0.01% 2190
2024
Q1 		$509 Buy
+13
New +$488 ﹤0.01% 2298

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
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

Spire Wealth Management's NSA Position: Q2 2025 in Review

Spire Wealth Management sold out of National Storage Affiliates Trust (NSA) in Q2 2025, closing a stake of 13 shares — an estimated $512 sold.

Spire Wealth Management first reported a position in NSA in Q1 2024 and held it in 4 quarters. The position peaked at $627 in Q3 2024. 341 funds tracked by Wall St. Rank hold NSA as of Q2 2025.

  • Spire Wealth Management reported no remaining National Storage Affiliates Trust position as of Q2 2025 after selling out during the quarter.
  • Spire Wealth Management sold 13 National Storage Affiliates Trust shares in Q2 2025, an estimated $512.
  • Spire Wealth Management first reported a position in National Storage Affiliates Trust in Q1 2024 and held it in 4 quarters.
  • Spire Wealth Management's National Storage Affiliates Trust position peaked at $627 in Q3 2024.
  • 341 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.